Reilly Financial Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $187K | Sell |
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|
2020
Q3 | $183K | Hold |
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|
2020
Q2 | $170K | Hold |
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|
2020
Q1 | $145K | Hold |
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|
2019
Q4 | $188K | Hold |
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|
2019
Q3 | $178K | Sell |
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|
2019
Q2 | $187K | Buy |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $154K | Sell |
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|
2018
Q3 | $181K | Hold |
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|
2018
Q2 | $166K | Hold |
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|
2018
Q1 | $165K | Sell |
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|
2017
Q4 | $181K | Buy |
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|
2017
Q3 | $128K | Sell |
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|
2017
Q2 | $143K | Buy |
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|
2017
Q1 | $118K | Buy |
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|
2016
Q4 | $104K | Hold |
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|
2016
Q3 | $96K | Hold |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $75K | Buy |
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|
2015
Q1 | $58K | Hold |
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|
2014
Q4 | $58K | Hold |
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|
2014
Q3 | $55K | Sell |
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|
2014
Q2 | $65K | Buy |
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|
2014
Q1 | $58K | Buy |
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|
2013
Q4 | $54K | Hold |
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|
2013
Q3 | $49K | Hold |
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|
2013
Q2 | $48K | Buy |
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