Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.88M | Buy |
5,621
+2,743
| +95% | +$919K | 0.01% | 483 |
|
|
2023
Q2 | $990K | Sell |
2,878
-2
| -0.1% | -$688 | 0.01% | 487 |
|
|
2023
Q1 | $958K | Sell |
2,880
-2,984
| -51% | -$993K | 0.02% | 458 |
|
|
2022
Q4 | $1.94M | Buy |
+5,864
| New | +$1.94M | 0.02% | 514 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1061 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 967 |
|