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

Moulton 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
2022 Q3	–	Sell	-4,107	Closed	-$1.43M	–	12
2022 Q2	$1.43M	Hold	4,107	–	–	1.49%	12
2022 Q1	$1.43M	Sell	4,107 -2,313	-36%	-$802K	1.49%	12
2021 Q4	$2.37M	Sell	6,420 -176	-3%	-$62.5K	1.73%	17
2021 Q3	$2.26M	Buy	6,596 +4,525	+218%	+$1.58M	1.69%	19
2021 Q2	$714K	Buy	+2,071	New	+$707K	0.52%	30
2020 Q1	–	Sell	-20,423	Closed	-$5.85M	–	14
2019 Q4	$5.85M	Buy	+20,423	New	+$5.63M	4.83%	8

Other funds holding DIA

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Moulton Wealth Management's DIA Position: Q3 2022 in Review

Moulton Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2022, closing a stake of 4,107 shares — an estimated $1.43M sold.

Moulton Wealth Management first reported a position in DIA in Q4 2019 and held it in 6 quarters. The position peaked at $5.85M in Q4 2019. 931 funds tracked by Wall St. Rank hold DIA as of Q3 2022.

Moulton Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2022 after selling out during the quarter.
Moulton Wealth Management sold 4,107 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2022, an estimated $1.43M.
Moulton Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 6 quarters.
Moulton Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $5.85M in Q4 2019.
931 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2022.

Based on Moulton Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.