Tyler-Stone 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
Q4 | – | Sell |
-580
| Closed | -$245K | – | 328 |
|
|
2024
Q3 | $245K | Buy |
580
+170
| +41% | +$71.9K | 0.05% | 283 |
|
|
2024
Q2 | $160K | Hold |
410
| – | – | 0.07% | 219 |
|
|
2024
Q1 | $163K | Hold |
410
| – | – | 0.07% | 215 |
|
|
2023
Q4 | $154K | Buy |
410
+45
| +12% | +$17K | 0.08% | 202 |
|
|
2023
Q3 | $122K | Hold |
365
| – | – | 0.07% | 221 |
|
|
2023
Q2 | $126K | Buy |
+365
| New | +$126K | 0.07% | 221 |
|
|
2022
Q4 | $146K | Sell |
440
-127
| -22% | -$42.1K | 0.1% | 185 |
|
|
2022
Q3 | $163K | Sell |
567
-200
| -26% | -$57.5K | 0.12% | 151 |
|
|
2022
Q2 | $236K | Sell |
767
-150
| -16% | -$46.2K | 0.16% | 129 |
|
|
2022
Q1 | $318K | Sell |
917
-250
| -21% | -$86.7K | 0.17% | 121 |
|
|
2021
Q4 | $424K | Buy |
+1,167
| New | +$424K | 0.22% | 97 |
|