Mascoma Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mascoma Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20	Closed	-$6.63K	–	601
2022 Q4	$6.63K	Hold	20	–	–	﹤0.01%	453
2022 Q3	$6K	Hold	20	–	–	﹤0.01%	451
2022 Q2	$6K	Hold	20	–	–	﹤0.01%	477
2022 Q1	$7K	Hold	20	–	–	﹤0.01%	477
2021 Q4	$7K	Hold	20	–	–	﹤0.01%	429
2021 Q3	$7K	Buy	+20	New	+$6.99K	﹤0.01%	361

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mascoma Wealth Management's DIA Position: Q1 2023 in Review

Mascoma Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2023, closing a stake of 20 shares — an estimated $6.63K sold.

Mascoma Wealth Management first reported a position in DIA in Q3 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 999 funds tracked by Wall St. Rank hold DIA as of Q1 2023.

Mascoma Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 20 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2023, an estimated $6.63K.
Mascoma Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2021 and held it in 6 quarters.
Mascoma Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $7K in Q1 2022.
999 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.