Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $366K | Sell |
1,104
-548
| -33% | -$178K | ﹤0.01% | 346 |
|
|
2022
Q3 | $475K | Buy |
1,652
+410
| +33% | +$130K | ﹤0.01% | 291 |
|
|
2022
Q2 | $382K | Buy |
1,242
+293
| +31% | +$95.8K | ﹤0.01% | 303 |
|
|
2022
Q1 | $329K | Sell |
949
-680
| -42% | -$236K | ﹤0.01% | 370 |
|
|
2021
Q4 | $592K | Buy |
1,629
+584
| +56% | +$207K | ﹤0.01% | 311 |
|
|
2021
Q3 | $354K | Sell |
1,045
-7
| -0.7% | -$2.44K | ﹤0.01% | 366 |
|
|
2021
Q2 | $363K | Buy |
1,052
+148
| +16% | +$50.5K | ﹤0.01% | 359 |
|
|
2021
Q1 | $298K | Sell |
904
-62
| -6% | -$19.6K | ﹤0.01% | 386 |
|
|
2020
Q4 | $295K | Sell |
966
-34
| -3% | -$9.9K | ﹤0.01% | 385 |
|
|
2020
Q3 | $278K | Sell |
1,000
-90
| -8% | -$24.6K | ﹤0.01% | 342 |
|
|
2020
Q2 | $281K | Sell |
1,090
-1,373
| -56% | -$338K | ﹤0.01% | 298 |
|
|
2020
Q1 | $540K | Buy |
2,463
+699
| +40% | +$186K | 0.01% | 250 |
|
|
2019
Q4 | $503K | Buy |
1,764
+188
| +12% | +$51.8K | ﹤0.01% | 263 |
|
|
2019
Q3 | $424K | Buy |
1,576
+142
| +10% | +$37.9K | ﹤0.01% | 264 |
|
|
2019
Q2 | $381K | Buy |
1,434
+207
| +17% | +$54K | ﹤0.01% | 253 |
|
|
2019
Q1 | $318K | Sell |
1,227
-69
| -5% | -$17.4K | ﹤0.01% | 262 |
|
|
2018
Q4 | $302K | Buy |
1,296
+52
| +4% | +$13K | ﹤0.01% | 262 |
|
|
2018
Q3 | $329K | Buy |
1,244
+61
| +5% | +$15.6K | ﹤0.01% | 244 |
|
|
2018
Q2 | $287K | Sell |
1,183
-81
| -6% | -$19.9K | ﹤0.01% | 245 |
|
|
2018
Q1 | $305K | Hold |
1,264
| – | – | ﹤0.01% | 220 |
|
|
2017
Q4 | $313K | Buy |
+1,264
| New | +$299K | 0.01% | 206 |
|
|
2017
Q3 | – | Sell |
-3,495
| Closed | -$745K | – | 230 |
|
|
2017
Q2 | $745K | Buy |
+3,495
| New | +$733K | 0.02% | 170 |
|
Other funds holding DIA
AWA
NAM