PFG
Piershale Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16M | Buy |
+46,444
| New | +$16M | 10.18% | 3 |
|
|
2022
Q1 | – | Sell |
-97,756
| Closed | -$35.5M | – | 12 |
|
|
2021
Q4 | $35.5M | Buy |
97,756
+13,531
| +16% | +$4.92M | 13.54% | 3 |
|
|
2021
Q3 | $28.5M | Buy |
84,225
+20,444
| +32% | +$6.92M | 11.74% | 3 |
|
|
2021
Q2 | $22M | Buy |
63,781
+143
| +0.2% | +$49.3K | 8.66% | 7 |
|
|
2021
Q1 | $21M | Sell |
63,638
-24,785
| -28% | -$8.18M | 9.09% | 7 |
|
|
2020
Q4 | $27M | Buy |
88,423
+5,525
| +7% | +$1.69M | 12.99% | 3 |
|
|
2020
Q3 | $23M | Buy |
82,898
+17,883
| +28% | +$4.96M | 13.23% | 6 |
|
|
2020
Q2 | $16.8M | Buy |
+65,015
| New | +$16.8M | 9.76% | 5 |
|
|
2020
Q1 | – | Sell |
-148,573
| Closed | -$42.4M | – | 10 |
|
|
2019
Q4 | $42.4M | Sell |
148,573
-16,071
| -10% | -$4.58M | 22.6% | 2 |
|
|
2019
Q3 | $44.3M | Buy |
164,644
+8,252
| +5% | +$2.22M | 25.06% | 2 |
|
|
2019
Q2 | $41.6M | Buy |
156,392
+36,501
| +30% | +$9.7M | 23.71% | 2 |
|
|
2019
Q1 | $31.1M | Buy |
119,891
+23,133
| +24% | +$5.99M | 18.58% | 2 |
|
|
2018
Q4 | $22.6M | Sell |
96,758
-12,311
| -11% | -$2.87M | 13.69% | 2 |
|
|
2018
Q3 | $28.8M | Buy |
109,069
+48,083
| +79% | +$12.7M | 14.07% | 3 |
|
|
2018
Q2 | $14.8M | Buy |
60,986
+34,572
| +131% | +$8.39M | 7.73% | 8 |
|
|
2018
Q1 | $6.24M | Sell |
26,414
-71,233
| -73% | -$16.8M | 3.29% | 8 |
|
|
2017
Q4 | $24.2M | Buy |
97,647
+39,770
| +69% | +$9.84M | 12.43% | 2 |
|
|
2017
Q3 | $13M | Buy |
+57,877
| New | +$13M | 7.33% | 4 |
|
|
2017
Q1 | – | Sell |
-21,330
| Closed | -$4.21M | – | 23 |
|
|
2016
Q4 | $4.21M | Buy |
+21,330
| New | +$4.21M | 2.58% | 15 |
|
|
2016
Q2 | – | Sell |
-136,246
| Closed | -$24.1M | – | 145 |
|
|
2016
Q1 | $24.1M | Buy |
136,246
+136,181
| +209,509% | +$24.1M | 14.19% | 6 |
|
|
2015
Q4 | $11K | Buy |
+65
| New | +$11K | 0.01% | 111 |
|
|
2015
Q2 | – | Sell |
-64,085
| Closed | -$11.4M | – | 113 |
|
|
2015
Q1 | $11.4M | Buy |
64,085
+63,816
| +23,723% | +$11.3M | 9.02% | 9 |
|
|
2014
Q4 | $48K | Buy |
+269
| New | +$48K | 0.03% | 43 |
|