Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.95M | Sell |
5,869
-2,061
| -26% | -$683K | 0.19% | 122 |
|
|
2022
Q3 | $2.28M | Sell |
7,930
-1,244
| -14% | -$357K | 0.24% | 95 |
|
|
2022
Q2 | $2.82M | Sell |
9,174
-989
| -10% | -$304K | 0.29% | 83 |
|
|
2022
Q1 | $3.53M | Sell |
10,163
-16,613
| -62% | -$5.76M | 0.29% | 82 |
|
|
2021
Q4 | $9.73M | Buy |
26,776
+25,417
| +1,870% | +$9.23M | 0.75% | 23 |
|
|
2021
Q3 | $460K | Sell |
1,359
-16,276
| -92% | -$5.51M | 0.08% | 250 |
|
|
2021
Q2 | $6.08M | Buy |
17,635
+16,968
| +2,544% | +$5.85M | 0.79% | 22 |
|
|
2021
Q1 | $221K | Buy |
+667
| New | +$221K | 0.03% | 423 |
|
|
2020
Q1 | – | Sell |
-754
| Closed | -$215K | – | 364 |
|
|
2019
Q4 | $215K | Sell |
754
-3,984
| -84% | -$1.14M | 0.04% | 414 |
|
|
2019
Q3 | $1.28M | Buy |
+4,738
| New | +$1.28M | 0.22% | 122 |
|
|
2017
Q1 | – | Sell |
-23
| Closed | -$4K | – | 280 |
|
|
2016
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 254 |
|