Ritholtz Wealth Management’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
Q1 | – | Sell |
-537
| Closed | -$202K | – | 798 |
|
2023
Q4 | $202K | Buy |
+537
| New | +$202K | 0.01% | 701 |
|
2021
Q3 | – | Sell |
-582
| Closed | -$201K | – | 524 |
|
2021
Q2 | $201K | Buy |
+582
| New | +$201K | 0.01% | 463 |
|
2019
Q2 | – | Sell |
-1,004
| Closed | -$260K | – | 135 |
|
2019
Q1 | $260K | Buy |
+1,004
| New | +$260K | 0.05% | 109 |
|