Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $452K | Buy |
1,133
+200
| +21% | +$79.7K | 0.05% | 59 |
|
|
2023
Q4 | $352K | Buy |
933
+2
| +0.2% | +$756 | 0.04% | 60 |
|
|
2023
Q3 | $313K | Buy |
931
+1
| +0.1% | +$336 | 0.05% | 55 |
|
|
2023
Q2 | $319K | Buy |
930
+1
| +0.1% | +$343 | 0.05% | 55 |
|
|
2023
Q1 | $310K | Buy |
929
+91
| +11% | +$30.4K | 0.05% | 52 |
|
|
2022
Q4 | $277K | Sell |
838
-27
| -3% | -$8.93K | 0.06% | 48 |
|
|
2022
Q3 | $248K | Buy |
865
+2
| +0.2% | +$573 | 0.06% | 51 |
|
|
2022
Q2 | $266K | Buy |
863
+1
| +0.1% | +$308 | 0.06% | 50 |
|
|
2022
Q1 | $299K | Buy |
862
+1
| +0.1% | +$347 | 0.06% | 49 |
|
|
2021
Q4 | $313K | Buy |
861
+1
| +0.1% | +$364 | 0.05% | 58 |
|
|
2021
Q3 | $291K | Buy |
+860
| New | +$291K | 0.06% | 59 |
|
|
2021
Q1 | $295K | Buy |
893
+101
| +13% | +$33.4K | 0.06% | 56 |
|
|
2020
Q4 | $242K | Sell |
792
-244
| -24% | -$74.6K | 0.05% | 56 |
|
|
2020
Q3 | $287K | Sell |
1,036
-409
| -28% | -$113K | 0.07% | 52 |
|
|
2020
Q2 | $372K | Buy |
+1,445
| New | +$372K | 0.09% | 47 |
|