Strategic Wealth Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $16.1M | Sell |
42,680
-1,620
| -4% | -$611K | 2.42% | 11 |
|
|
2023
Q3 | $14.8M | Buy |
44,300
+719
| +2% | +$241K | 2.69% | 10 |
|
|
2023
Q2 | $15M | Buy |
43,581
+4,758
| +12% | +$1.64M | 2.38% | 11 |
|
|
2023
Q1 | $12.9M | Buy |
38,823
+5,288
| +16% | +$1.76M | 2.4% | 12 |
|
|
2022
Q4 | $11.2M | Buy |
33,535
+4,318
| +15% | +$1.44M | 2.58% | 13 |
|
|
2022
Q3 | $8.39M | Buy |
29,217
+1,392
| +5% | +$400K | 2.41% | 12 |
|
|
2022
Q2 | $8.57M | Sell |
27,825
-3,662
| -12% | -$1.13M | 2.15% | 12 |
|
|
2022
Q1 | $10.9M | Buy |
31,487
+4,401
| +16% | +$1.53M | 2.6% | 10 |
|
|
2021
Q4 | $9.84M | Buy |
27,086
+2,251
| +9% | +$818K | 2.56% | 9 |
|
|
2021
Q3 | $8.38M | Buy |
24,835
+3,589
| +17% | +$1.21M | 2.5% | 9 |
|
|
2021
Q2 | $7.33M | Buy |
21,246
+4,073
| +24% | +$1.41M | 2.6% | 9 |
|
|
2021
Q1 | $5.67M | Buy |
17,173
+2,822
| +20% | +$932K | 2.72% | 9 |
|
|
2020
Q4 | $4.39M | Buy |
14,351
+2,645
| +23% | +$809K | 2.57% | 10 |
|
|
2020
Q3 | $3.25M | Buy |
11,706
+2,854
| +32% | +$792K | 2.44% | 10 |
|
|
2020
Q2 | $2.28M | Sell |
8,852
-1,372
| -13% | -$354K | 2.24% | 10 |
|
|
2020
Q1 | $2.24M | Buy |
10,224
+1,242
| +14% | +$272K | 3.65% | 10 |
|
|
2019
Q4 | $2.56M | Buy |
+8,982
| New | +$2.56M | 2.66% | 10 |
|