Paul John Balson’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$6.88M Buy
22,508
+2,686
+14% +$782K 1.42% 8
2020
Q3
$5.5M Sell
19,822
-570
-3% -$156K 1.36% 7
2020
Q2
$4.47M Buy
20,392
+150
+0.7% +$36.9K 1.68% 7
2020
Q1
$4.44M Buy
+20,242
New +$5.38M 2.38% 5

Other funds holding DIA

Paul John Balson's DIA Position: Q4 2020 in Review

Paul John Balson increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 14% in Q4 2020, buying an estimated $782K and bringing the position to 22,508 shares worth $6.88M. The position accounts for 1.42% of the portfolio, ranked #8.

Paul John Balson first reported a position in DIA in Q1 2020 and has held it in 4 quarters since. 852 funds tracked by Wall St. Rank hold DIA as of Q4 2020.

  • Paul John Balson held 22,508 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.88M as of Q4 2020.
  • Paul John Balson bought 2,686 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2020, an estimated $782K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 1.42% of Paul John Balson's portfolio in Q4 2020, its #8 holding.
  • Paul John Balson first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2020 and has held it in 4 quarters since.
  • 852 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.