Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-581
| Closed | -$219K | – | 191 |
|
|
2023
Q4 | $219K | Buy |
+581
| New | +$219K | 0.08% | 223 |
|
|
2023
Q2 | – | Sell |
-1,089
| Closed | -$362K | – | 355 |
|
|
2023
Q1 | $362K | Sell |
1,089
-465
| -30% | -$155K | 0.07% | 239 |
|
|
2022
Q4 | $515K | Buy |
1,554
+636
| +69% | +$211K | 0.11% | 193 |
|
|
2022
Q3 | $264K | Sell |
918
-29
| -3% | -$8.34K | 0.06% | 261 |
|
|
2022
Q2 | $292K | Buy |
947
+13
| +1% | +$4.01K | 0.06% | 273 |
|
|
2022
Q1 | $324K | Sell |
934
-745
| -44% | -$258K | 0.05% | 288 |
|
|
2021
Q4 | $610K | Sell |
1,679
-99
| -6% | -$36K | 0.1% | 197 |
|
|
2021
Q3 | $602K | Buy |
1,778
+641
| +56% | +$217K | 0.15% | 132 |
|
|
2021
Q2 | $392K | Sell |
1,137
-62
| -5% | -$21.4K | 0.1% | 173 |
|
|
2021
Q1 | $396K | Buy |
1,199
+145
| +14% | +$47.9K | 0.14% | 144 |
|
|
2020
Q4 | $322K | Buy |
+1,054
| New | +$322K | 0.07% | 248 |
|
|
2020
Q3 | – | Sell |
-965
| Closed | -$249K | – | 209 |
|
|
2020
Q2 | $249K | Buy |
+965
| New | +$249K | 0.13% | 150 |
|