Lake Street Advisors Group’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
Q4 | $1.71M | Buy |
4,001
+2
| +0.1% | +$853 | 0.08% | 161 |
|
|
2024
Q3 | $1.7M | Sell |
3,999
-99
| -2% | -$42K | 0.08% | 146 |
|
|
2024
Q2 | $1.61M | Buy |
4,098
+1,907
| +87% | +$748K | 0.08% | 156 |
|
|
2024
Q1 | $874K | Sell |
2,191
-1,804
| -45% | -$719K | 0.04% | 246 |
|
|
2023
Q4 | $1.51M | Buy |
+3,995
| New | +$1.51M | 0.08% | 170 |
|
|
2018
Q1 | – | Sell |
-1,395
| Closed | -$345K | – | 325 |
|
|
2017
Q4 | $345K | Buy |
+1,395
| New | +$345K | 0.04% | 188 |
|