Realta Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-568
| Closed | -$222K | – | 427 |
|
|
2024
Q2 | $222K | Buy |
568
+1
| +0.2% | +$391 | 0.04% | 369 |
|
|
2024
Q1 | $226K | Buy |
567
+5
| +0.9% | +$1.99K | 0.05% | 381 |
|
|
2023
Q4 | $212K | Buy |
+562
| New | +$212K | 0.05% | 398 |
|
|
2020
Q1 | – | Sell |
-345
| Closed | -$96K | – | 554 |
|
|
2019
Q4 | $96K | Buy |
345
+175
| +103% | +$48.7K | 0.03% | 513 |
|
|
2019
Q3 | $46K | Buy |
170
+50
| +42% | +$13.5K | 0.01% | 700 |
|
|
2019
Q2 | $32K | Sell |
120
-204
| -63% | -$54.4K | 0.01% | 779 |
|
|
2019
Q1 | $83K | Buy |
+324
| New | +$83K | 0.04% | 432 |
|