Mariner Independent Advisor Network’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
Q3 | $5.78M | Sell |
20,131
-5,269
| -21% | -$1.51M | 0.25% | 100 |
|
|
2022
Q2 | $7.94M | Sell |
25,400
-1,137
| -4% | -$355K | 0.33% | 72 |
|
|
2022
Q1 | $9.19M | Buy |
+26,537
| New | +$9.19M | 0.35% | 70 |
|
|
2021
Q4 | – | Sell |
-14,270
| Closed | -$4.83M | – | 463 |
|
|
2021
Q3 | $4.83M | Buy |
14,270
+906
| +7% | +$306K | 0.24% | 112 |
|
|
2021
Q2 | $4.61M | Sell |
13,364
-2,208
| -14% | -$762K | 0.21% | 119 |
|
|
2021
Q1 | $5.14M | Sell |
15,572
-6,240
| -29% | -$2.06M | 0.27% | 93 |
|
|
2020
Q4 | $6.67M | Buy |
21,812
+11,235
| +106% | +$3.44M | 0.36% | 67 |
|
|
2020
Q3 | $2.94M | Buy |
+10,577
| New | +$2.94M | 0.24% | 114 |
|
|
2019
Q4 | – | Sell |
-29,240
| Closed | -$7.85M | – | 376 |
|
|
2019
Q3 | $7.85M | Buy |
29,240
+85
| +0.3% | +$22.8K | 0.6% | 34 |
|
|
2019
Q2 | $7.75M | Sell |
29,155
-5,727
| -16% | -$1.52M | 0.58% | 38 |
|
|
2019
Q1 | $9.07M | Buy |
34,882
+2,003
| +6% | +$521K | 0.77% | 26 |
|
|
2018
Q4 | $7.74M | Buy |
32,879
+131
| +0.4% | +$30.8K | 0.69% | 26 |
|
|
2018
Q3 | $8.66M | Sell |
32,748
-4,786
| -13% | -$1.27M | 1.08% | 18 |
|
|
2018
Q2 | $9.11M | Sell |
37,534
-3,289
| -8% | -$798K | 1.61% | 14 |
|
|
2018
Q1 | $9.85M | Sell |
40,823
-8,010
| -16% | -$1.93M | 0.61% | 38 |
|
|
2017
Q4 | $12.1M | Buy |
48,833
+12,548
| +35% | +$3.1M | 1.26% | 18 |
|
|
2017
Q3 | $8.12M | Buy |
+36,285
| New | +$8.12M | 1.32% | 21 |
|
|
2014
Q4 | – | Sell |
-1,544
| Closed | -$263K | – | 174 |
|
|
2014
Q3 | $263K | Buy |
1,544
+169
| +12% | +$28.7K | 0.14% | 104 |
|
|
2014
Q2 | $231K | Buy |
+1,375
| New | +$231K | 0.11% | 118 |
|