Strategic Investment Advisors’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 |
-677
| Closed | -$255K | – | 244 |
|
|
2023
Q4 | $255K | Buy |
677
+31
| +5% | +$11.7K | 0.04% | 214 |
|
|
2023
Q3 | $216K | Buy |
646
+57
| +10% | +$19.1K | 0.04% | 222 |
|
|
2023
Q2 | $203K | Buy |
+589
| New | +$203K | 0.03% | 185 |
|
|
2019
Q2 | – | Sell |
-817
| Closed | -$212K | – | 151 |
|
|
2019
Q1 | $212K | Sell |
817
-654
| -44% | -$170K | 0.15% | 122 |
|
|
2018
Q4 | $343K | Buy |
+1,471
| New | +$343K | 0.31% | 70 |
|