Morningstar Investment Services’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
Q1 | – | Sell |
-5,837
| Closed | -$2.2M | – | 372 |
|
|
2023
Q4 | $2.2M | Buy |
5,837
+2,886
| +98% | +$1.09M | 0.01% | 183 |
|
|
2023
Q3 | $993K | Sell |
2,951
-826
| -22% | -$278K | 0.01% | 175 |
|
|
2023
Q2 | $1.29M | Hold |
3,777
| – | – | 0.02% | 167 |
|
|
2023
Q1 | $1.24M | Sell |
3,777
-64
| -2% | -$21K | 0.02% | 166 |
|
|
2022
Q4 | $1.28M | Hold |
3,841
| – | – | 0.02% | 155 |
|
|
2022
Q3 | $1.23M | Buy |
+3,841
| New | +$1.23M | 0.02% | 154 |
|