Levy Wealth Management 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
Q2 | $251K | Hold |
642
| – | – | 0.06% | 92 |
|
|
2024
Q1 | $242K | Hold |
642
| – | – | 0.07% | 94 |
|
|
2023
Q4 | $242K | Sell |
642
-209
| -25% | -$78.7K | 0.07% | 94 |
|
|
2023
Q3 | $285K | Buy |
851
+1
| +0.1% | +$335 | 0.09% | 86 |
|
|
2023
Q2 | $292K | Buy |
850
+211
| +33% | +$72.6K | 0.09% | 88 |
|
|
2023
Q1 | $213K | Hold |
639
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $212K | Buy |
+639
| New | +$212K | 0.07% | 89 |
|
|
2022
Q2 | – | Sell |
-639
| Closed | -$222K | – | 72 |
|
|
2022
Q1 | $222K | Hold |
639
| – | – | 0.09% | 66 |
|
|
2021
Q4 | $232K | Sell |
639
-120
| -16% | -$43.6K | 0.11% | 69 |
|
|
2021
Q3 | $257K | Hold |
759
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $262K | Sell |
759
-186
| -20% | -$64.2K | 0.15% | 55 |
|
|
2021
Q1 | $312K | Hold |
945
| – | – | 0.21% | 42 |
|
|
2020
Q4 | $289K | Buy |
+945
| New | +$289K | 0.2% | 45 |
|