RFA
Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55
| Closed | -$20.6K | – | 260 |
|
|
2023
Q4 | $20.6K | Buy |
+55
| New | +$20.6K | 0.01% | 490 |
|
|
2023
Q2 | – | Sell |
-135
| Closed | -$44.8K | – | 507 |
|
|
2023
Q1 | $44.8K | Hold |
135
| – | – | 0.03% | 347 |
|
|
2022
Q4 | $44.6K | Sell |
135
-4,310
| -97% | -$1.42M | 0.02% | 450 |
|
|
2022
Q3 | $1.28M | Sell |
4,445
-607
| -12% | -$174K | 0.85% | 33 |
|
|
2022
Q2 | $1.56M | Sell |
5,052
-2,221
| -31% | -$684K | 1% | 20 |
|
|
2022
Q1 | $2.52M | Buy |
7,273
+3,443
| +90% | +$1.19M | 1.57% | 11 |
|
|
2021
Q4 | $1.39M | Buy |
+3,830
| New | +$1.39M | 1.11% | 19 |
|