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

Personal Wealth Partners’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
2021 Q3	–	Sell	-413	Closed	-$142K	–	167
2021 Q2	$142K	Buy	+413	New	+$141K	0.06%	96
2020 Q1	–	Sell	-703	Closed	-$200K	–	200
2019 Q4	$200K	Sell	703 -54	-7%	-$14.9K	0.09%	69
2019 Q3	$204K	Sell	757 -200	-21%	-$53.4K	0.09%	65
2019 Q2	$254K	Sell	957 -194	-17%	-$50.6K	0.12%	52
2019 Q1	$298K	Sell	1,151 -570	-33%	-$143K	0.16%	48
2018 Q4	$401K	Buy	+1,721	New	+$429K	0.25%	25

Other funds holding DIA

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

Citigroup New York $235B AUM 32.99% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mizuho Bank Tokyo, Japan $369M AUM 53.09% 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

Personal Wealth Partners's DIA Position: Q3 2021 in Review

Personal Wealth Partners sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2021, closing a stake of 413 shares — an estimated $142K sold.

Personal Wealth Partners first reported a position in DIA in Q4 2018 and held it in 6 quarters. The position peaked at $401K in Q4 2018. 887 funds tracked by Wall St. Rank hold DIA as of Q3 2021.

Personal Wealth Partners reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 413 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2021, an estimated $142K.
Personal Wealth Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2018 and held it in 6 quarters.
Personal Wealth Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $401K in Q4 2018.
887 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.