Simplicity Wealth’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
Q3
Sell
-3,046
Closed -$1.19M 673
2024
Q2
$1.19M Sell
3,046
-576
-16% -$225K 0.03% 483
2024
Q1
$1.44M Buy
+3,622
New +$1.44M 0.03% 423
2023
Q4
Sell
-991
Closed -$332K 185
2023
Q3
$332K Buy
+991
New +$332K 0.19% 61