Titus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $232K | Sell |
754
-50
| -6% | -$15.4K | 0.12% | 136 |
|
|
2022
Q1 | $279K | Sell |
804
-1,035
| -56% | -$359K | 0.13% | 129 |
|
|
2021
Q4 | $668K | Buy |
1,839
+905
| +97% | +$329K | 0.3% | 58 |
|
|
2021
Q3 | $316K | Sell |
934
-25
| -3% | -$8.46K | 0.17% | 103 |
|
|
2021
Q2 | $331K | Buy |
959
+26
| +3% | +$8.97K | 0.18% | 97 |
|
|
2021
Q1 | $308K | Buy |
933
+67
| +8% | +$22.1K | 0.18% | 97 |
|
|
2020
Q4 | $265K | Buy |
866
+56
| +7% | +$17.1K | 0.16% | 103 |
|
|
2020
Q3 | $225K | Buy |
810
+20
| +3% | +$5.56K | 0.16% | 105 |
|
|
2020
Q2 | $204K | Buy |
+790
| New | +$204K | 0.16% | 104 |
|
|
2020
Q1 | – | Sell |
-870
| Closed | -$248K | – | 102 |
|
|
2019
Q4 | $248K | Sell |
870
-300
| -26% | -$85.5K | 0.25% | 86 |
|
|
2019
Q3 | $315K | Hold |
1,170
| – | – | 0.29% | 69 |
|
|
2019
Q2 | $311K | Hold |
1,170
| – | – | 0.31% | 61 |
|
|
2019
Q1 | $303 | Hold |
1,170
| – | – | 0.27% | 74 |
|
|
2018
Q4 | $272 | Buy |
1,170
+135
| +13% | +$31 | 0.23% | 74 |
|
|
2018
Q3 | $274K | Buy |
+1,035
| New | +$274K | 0.24% | 71 |
|