Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.2K | Buy |
85
+29
| +52% | +$9.63K | ﹤0.01% | 543 |
|
|
2022
Q3 | $16K | Buy |
56
+3
| +6% | +$857 | ﹤0.01% | 615 |
|
|
2022
Q2 | $16K | Hold |
53
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $18K | Sell |
53
-57
| -52% | -$19.4K | ﹤0.01% | 621 |
|
|
2021
Q4 | $40K | Buy |
110
+4
| +4% | +$1.46K | ﹤0.01% | 489 |
|
|
2021
Q3 | $36K | Buy |
106
+3
| +3% | +$1.02K | ﹤0.01% | 509 |
|
|
2021
Q2 | $36K | Sell |
103
-230
| -69% | -$80.4K | ﹤0.01% | 514 |
|
|
2021
Q1 | $110K | Buy |
333
+272
| +446% | +$89.9K | 0.01% | 322 |
|
|
2020
Q4 | $19K | Hold |
61
| – | – | ﹤0.01% | 562 |
|
|
2020
Q3 | $17K | Hold |
61
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $16K | Hold |
61
| – | – | ﹤0.01% | 520 |
|
|
2020
Q1 | $13K | Hold |
61
| – | – | ﹤0.01% | 522 |
|
|
2019
Q4 | $17K | Buy |
+61
| New | +$17K | ﹤0.01% | 541 |
|
|
2016
Q2 | – | Sell |
-76
| Closed | -$13K | – | 725 |
|
|
2016
Q1 | $13K | Buy |
+76
| New | +$13K | ﹤0.01% | 535 |
|