Safeguard Investment Advisory Group’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 |
-545
| Closed | -$205K | – | 107 |
|
|
2023
Q4 | $205K | Sell |
545
-220
| -29% | -$82.9K | 0.08% | 95 |
|
|
2023
Q3 | $257K | Buy |
765
+10
| +1% | +$3.36K | 0.11% | 75 |
|
|
2023
Q2 | $260K | Sell |
755
-516
| -41% | -$177K | 0.11% | 80 |
|
|
2023
Q1 | $423K | Sell |
1,271
-2,402
| -65% | -$799K | 0.2% | 59 |
|
|
2022
Q4 | $1.22M | Sell |
3,673
-423
| -10% | -$140K | 0.75% | 29 |
|
|
2022
Q3 | $1.18M | Sell |
4,096
-417
| -9% | -$120K | 0.81% | 27 |
|
|
2022
Q2 | $1.57M | Hold |
4,513
| – | – | 0.96% | 25 |
|
|
2022
Q1 | $1.57M | Sell |
4,513
-21
| -0.5% | -$7.28K | 1.07% | 21 |
|
|
2021
Q4 | $1.65M | Buy |
4,534
+608
| +15% | +$221K | 0.96% | 25 |
|
|
2021
Q3 | $1.33M | Buy |
3,926
+1,712
| +77% | +$579K | 0.86% | 27 |
|
|
2021
Q2 | $763K | Buy |
2,214
+1,339
| +153% | +$461K | 0.54% | 33 |
|
|
2021
Q1 | $288K | Sell |
875
-91
| -9% | -$30K | 0.26% | 62 |
|
|
2020
Q4 | $295K | Buy |
+966
| New | +$295K | 0.26% | 58 |
|