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

Regal Wealth Group’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 Q2	–	Sell	-27	Closed	-$9K	–	100
2021 Q1	$9K	Hold	27	–	–	0.01%	182
2020 Q4	$8K	Hold	27	–	–	﹤0.01%	164
2020 Q3	$7K	Hold	27	–	–	0.01%	157
2020 Q2	$7K	Hold	27	–	–	0.01%	154
2020 Q1	$6K	Hold	27	–	–	0.01%	140
2019 Q4	$8K	Hold	27	–	–	0.01%	159
2019 Q3	$7K	Buy	+27	New	+$7.21K	﹤0.01%	139
2018 Q2	–	Sell	-34	Closed	-$8K	–	169
2018 Q1	$8K	Hold	34	–	–	0.01%	132
2017 Q4	$8K	Buy	+34	New	+$8.05K	0.01%	133

Other funds holding DIA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Regal Wealth Group's DIA Position: Q2 2021 in Review

Regal Wealth Group sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2021, closing a stake of 27 shares — an estimated $9K sold.

Regal Wealth Group first reported a position in DIA in Q4 2017 and held it in 9 quarters. The position peaked at $9K in Q1 2021. 889 funds tracked by Wall St. Rank hold DIA as of Q2 2021.

Regal Wealth Group reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 27 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2021, an estimated $9K.
Regal Wealth Group first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2017 and held it in 9 quarters.
Regal Wealth Group's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $9K in Q1 2021.
889 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.