Walled Lake Planning & Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-52	Closed	-$18K	–	152
2021 Q3	$18K	Hold	52	–	–	0.01%	226
2021 Q2	$18K	Hold	52	–	–	0.01%	212
2021 Q1	$17K	Hold	52	–	–	0.01%	206
2020 Q4	$16K	Hold	52	–	–	0.01%	191
2020 Q3	$14K	Sell	52 -18	-26%	-$4.92K	0.01%	197
2020 Q2	$18K	Hold	70	–	–	0.02%	161
2020 Q1	$15K	Hold	70	–	–	0.01%	153
2019 Q4	$20K	Buy	+70	New	+$19.3K	0.01%	161

Other funds holding DIA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DIA Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2021, closing a stake of 52 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in DIA in Q4 2019 and held it in 8 quarters. The position peaked at $20K in Q4 2019. 960 funds tracked by Wall St. Rank hold DIA as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 52 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2021, an estimated $18K.
Walled Lake Planning & Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20K in Q4 2019.
960 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.