Peterson Wealth Management’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
Q4 | – | Sell |
-1,463
| Closed | -$490K | – | 51 |
|
|
2023
Q3 | $490K | Sell |
1,463
-1
| -0.1% | -$335 | 0.4% | 43 |
|
|
2023
Q2 | $503K | Sell |
1,464
-23
| -2% | -$7.91K | 0.4% | 47 |
|
|
2023
Q1 | $495K | Sell |
1,487
-68
| -4% | -$22.6K | 0.47% | 43 |
|
|
2022
Q4 | $515K | Buy |
1,555
+13
| +0.8% | +$4.31K | 0.53% | 40 |
|
|
2022
Q3 | $443K | Buy |
+1,542
| New | +$443K | 0.41% | 44 |
|