Krilogy Financial’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,705
| Closed | -$567K | – | 256 |
|
|
2023
Q1 | $567K | Hold |
1,705
| – | – | 0.05% | 243 |
|
|
2022
Q4 | $565K | Hold |
1,705
| – | – | 0.05% | 235 |
|
|
2022
Q3 | $490K | Hold |
1,705
| – | – | 0.06% | 207 |
|
|
2022
Q2 | $525K | Buy |
+1,705
| New | +$525K | 0.06% | 196 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 271 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 269 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 262 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 255 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 218 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 197 |
|
|
2018
Q4 | – | Sell |
-22
| Closed | -$6K | – | 266 |
|
|
2018
Q3 | $6K | Buy |
+22
| New | +$6K | ﹤0.01% | 592 |
|
|
2017
Q4 | – | Sell |
-88
| Closed | -$20K | – | 779 |
|
|
2017
Q3 | $20K | Buy |
+88
| New | +$20K | 0.01% | 472 |
|