SAG
SageView Advisory Group’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
Q2 | – | Sell |
-3,041
| Closed | -$218K | – | 578 |
|
|
2024
Q1 | $218K | Buy |
3,041
+1,868
| +159% | +$134K | 0.01% | 493 |
|
|
2023
Q4 | $451K | Sell |
1,173
-19
| -2% | -$7.31K | 0.02% | 411 |
|
|
2023
Q3 | $399K | Sell |
1,192
-34
| -3% | -$11.4K | 0.02% | 363 |
|
|
2023
Q2 | $422K | Buy |
1,226
+214
| +21% | +$73.6K | 0.02% | 374 |
|
|
2023
Q1 | $337K | Buy |
1,012
+151
| +18% | +$50.2K | 0.02% | 367 |
|
|
2022
Q4 | $285K | Buy |
+861
| New | +$285K | 0.02% | 331 |
|