Simplicity Solutions’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Simplicity Solutions’s Portfolio DIA Stock Details DIA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$807K	Sell	2,141 -4	-0.2%	-$1.51K	0.02%	507
2023 Q3	$718K	Sell	2,145 -73	-3%	-$24.4K	0.02%	500
2023 Q2	$763K	Sell	2,218 -1,343	-38%	-$462K	0.02%	540
2023 Q1	$1.18M	Buy	3,561 +2,484	+231%	+$826K	0.03%	437
2022 Q4	$357K	Sell	1,077 -745	-41%	-$247K	0.05%	431
2022 Q3	$523K	Buy	1,822 +654	+56%	+$188K	0.08%	296
2022 Q2	$360K	Buy	1,168 +101	+9%	+$31.1K	0.05%	387
2022 Q1	$370K	Sell	1,067 -1,125	-51%	-$390K	0.05%	383
2021 Q4	$796K	Buy	2,192 +1,096	+100%	+$398K	0.09%	266
2021 Q3	$371K	Buy	+1,096	New	+$371K	0.06%	345
2021 Q1	–	Sell	-66,706	Closed	-$20.4M	–	579
2020 Q4	$20.4M	Sell	66,706 -3,718	-5%	-$1.14M	0.3%	70
2020 Q3	$19.5M	Buy	70,424 +38,472	+120%	+$10.7M	0.36%	59
2020 Q2	$8.24M	Buy	31,952 +13,680	+75%	+$3.53M	0.16%	126
2020 Q1	$4.01M	Buy	18,272 +16,512	+938%	+$3.62M	0.12%	144
2019 Q4	$502K	Buy	+1,760	New	+$502K	0.02%	544
2019 Q3	–	Sell	-788	Closed	-$209K	–	729
2019 Q2	$209K	Sell	788 -8,006	-91%	-$2.12M	0.01%	612
2019 Q1	$2.18M	Sell	8,794 -4,153	-32%	-$1.03M	0.13%	148
2018 Q4	$3.02M	Buy	12,947 +7,911	+157%	+$1.85M	0.39%	63
2018 Q3	$1.33M	Buy	5,036 +2,955	+142%	+$781K	0.08%	143
2018 Q2	$505K	Buy	+2,081	New	+$505K	0.04%	249
2018 Q1	–	Sell	-2,831	Closed	-$700K	–	379
2017 Q4	$700K	Buy	+2,831	New	+$700K	0.07%	172
2017 Q3	–	Sell	-1,186	Closed	-$253K	–	242
2017 Q2	$253K	Sell	1,186 -50	-4%	-$10.7K	0.03%	348
2017 Q1	$255K	Buy	+1,236	New	+$255K	0.04%	324
2016 Q2	–	Sell	-5,549	Closed	-$980K	–	220
2016 Q1	$980K	Buy	5,549 +5	+0.1%	+$883	0.6%	36
2015 Q4	$965K	Buy	+5,544	New	+$965K	0.11%	255
2015 Q2	–	Sell	-1,257	Closed	-$223K	–	135
2015 Q1	$223K	Sell	1,257 -32,530	-96%	-$5.77M	0.26%	77
2014 Q4	$6.01M	Buy	+33,787	New	+$6.01M	7.13%	3