Traverso Chambers Private Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $324K | Sell |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $367K | Buy |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $355K | Buy |
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|
2021
Q2 | $361K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $254K | Sell |
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|
2019
Q4 | $348K | Sell |
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|
2019
Q3 | $340K | Buy |
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|
2019
Q2 | $328K | Buy |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $280K | Buy |
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