Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-326
| Closed | -$123K | – | 586 |
|
|
2023
Q4 | $123K | Hold |
326
| – | – | 0.01% | 415 |
|
|
2023
Q3 | $109K | Buy |
326
+1
| +0.3% | +$334 | 0.01% | 421 |
|
|
2023
Q2 | $112K | Hold |
325
| – | – | 0.01% | 425 |
|
|
2023
Q1 | $108K | Buy |
325
+9
| +3% | +$2.99K | 0.01% | 422 |
|
|
2022
Q4 | $105K | Hold |
316
| – | – | 0.01% | 361 |
|
|
2022
Q3 | $91K | Buy |
316
+1
| +0.3% | +$288 | 0.01% | 376 |
|
|
2022
Q2 | $97K | Hold |
315
| – | – | 0.01% | 363 |
|
|
2022
Q1 | $109K | Sell |
315
-425
| -57% | -$147K | 0.01% | 387 |
|
|
2021
Q4 | $269K | Sell |
740
-249
| -25% | -$90.5K | 0.03% | 260 |
|
|
2021
Q3 | $334K | Buy |
989
+233
| +31% | +$78.7K | 0.05% | 210 |
|
|
2021
Q2 | $261K | Buy |
756
+1
| +0.1% | +$345 | 0.04% | 248 |
|
|
2021
Q1 | $249K | Hold |
755
| – | – | 0.04% | 225 |
|
|
2020
Q4 | $231K | Buy |
+755
| New | +$231K | 0.04% | 217 |
|