TCPWM
Traverso Chambers Private Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $370K | Buy |
983
+4
| +0.4% | +$1.51K | 0.09% | 90 |
|
|
2023
Q3 | $328K | Buy |
979
+2
| +0.2% | +$670 | 0.09% | 93 |
|
|
2023
Q2 | $336K | Buy |
977
+4
| +0.4% | +$1.38K | 0.09% | 89 |
|
|
2023
Q1 | $324K | Sell |
973
-133
| -12% | -$44.2K | 0.09% | 87 |
|
|
2022
Q4 | $367K | Buy |
1,106
+41
| +4% | +$13.6K | 0.11% | 81 |
|
|
2022
Q3 | $306K | Buy |
1,065
+3
| +0.3% | +$862 | 0.09% | 85 |
|
|
2022
Q2 | $327K | Buy |
1,062
+5
| +0.5% | +$1.54K | 0.11% | 79 |
|
|
2022
Q1 | $367K | Buy |
1,057
+3
| +0.3% | +$1.04K | 0.11% | 81 |
|
|
2021
Q4 | $383K | Buy |
1,054
+3
| +0.3% | +$1.09K | 0.11% | 83 |
|
|
2021
Q3 | $355K | Buy |
1,051
+3
| +0.3% | +$1.01K | 0.11% | 84 |
|
|
2021
Q2 | $361K | Sell |
1,048
-11
| -1% | -$3.79K | 0.11% | 81 |
|
|
2021
Q1 | $350K | Buy |
1,059
+3
| +0.3% | +$992 | 0.12% | 80 |
|
|
2020
Q4 | $323K | Buy |
1,056
+4
| +0.4% | +$1.22K | 0.12% | 80 |
|
|
2020
Q3 | $292K | Sell |
1,052
-135
| -11% | -$37.5K | 0.11% | 79 |
|
|
2020
Q2 | $306K | Buy |
1,187
+29
| +3% | +$7.48K | 0.13% | 71 |
|
|
2020
Q1 | $254K | Sell |
1,158
-64
| -5% | -$14K | 0.12% | 77 |
|
|
2019
Q4 | $348K | Sell |
1,222
-42
| -3% | -$12K | 0.15% | 72 |
|
|
2019
Q3 | $340K | Buy |
1,264
+40
| +3% | +$10.8K | 0.16% | 71 |
|
|
2019
Q2 | $328K | Buy |
1,224
+9
| +0.7% | +$2.41K | 0.16% | 70 |
|
|
2019
Q1 | $315K | Buy |
1,215
+15
| +1% | +$3.89K | 0.15% | 73 |
|
|
2018
Q4 | $280K | Buy |
+1,200
| New | +$280K | 0.15% | 74 |
|