Wagner 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
Q4 | – | Sell |
-40
| Closed | -$11K | – | 358 |
|
|
2022
Q3 | $11K | Hold |
40
| – | – | 0.01% | 410 |
|
|
2022
Q2 | $12K | Buy |
+40
| New | +$12K | 0.01% | 411 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$15K | – | 321 |
|
|
2021
Q4 | $15K | Hold |
40
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $14K | Sell |
40
-99
| -71% | -$34.7K | 0.01% | 420 |
|
|
2021
Q2 | $48K | Buy |
139
+99
| +248% | +$34.2K | 0.03% | 257 |
|
|
2021
Q1 | $13K | Buy |
+40
| New | +$13K | 0.01% | 421 |
|
|
2018
Q3 | $11K | Hold |
40
| – | – | 0.01% | 407 |
|
|
2018
Q2 | $10K | Hold |
40
| – | – | 0.01% | 395 |
|
|
2018
Q1 | $10K | Hold |
40
| – | – | 0.01% | 368 |
|
|
2017
Q4 | $10K | Buy |
+40
| New | +$10K | 0.01% | 405 |
|