Wealth Alliance Advisory Group’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 |
-2,643
| Closed | -$759K | – | 177 |
|
|
2022
Q3 | $759K | Sell |
2,643
-694
| -21% | -$199K | 0.33% | 50 |
|
|
2022
Q2 | $1.03M | Buy |
3,337
+2,595
| +350% | +$799K | 0.49% | 38 |
|
|
2022
Q1 | $257K | Sell |
742
-2,727
| -79% | -$945K | 0.11% | 121 |
|
|
2021
Q4 | $1.26M | Buy |
3,469
+55
| +2% | +$20K | 0.55% | 34 |
|
|
2021
Q3 | $1.16M | Buy |
3,414
+8
| +0.2% | +$2.71K | 0.56% | 32 |
|
|
2021
Q2 | $1.18M | Buy |
3,406
+18
| +0.5% | +$6.21K | 0.57% | 33 |
|
|
2021
Q1 | $1.12M | Buy |
3,388
+8
| +0.2% | +$2.64K | 0.57% | 36 |
|
|
2020
Q4 | $1.03M | Buy |
3,380
+290
| +9% | +$88.7K | 0.56% | 37 |
|
|
2020
Q3 | $857K | Buy |
3,090
+104
| +3% | +$28.8K | 0.51% | 35 |
|
|
2020
Q2 | $770K | Buy |
2,986
+59
| +2% | +$15.2K | 0.47% | 38 |
|
|
2020
Q1 | $642K | Buy |
2,927
+73
| +3% | +$16K | 0.5% | 40 |
|
|
2019
Q4 | $814K | Buy |
2,854
+22
| +0.8% | +$6.28K | 0.46% | 43 |
|
|
2019
Q3 | $759K | Buy |
2,832
+36
| +1% | +$9.65K | 0.47% | 40 |
|
|
2019
Q2 | $765K | Buy |
2,796
+25
| +0.9% | +$6.84K | 0.47% | 42 |
|
|
2019
Q1 | $719K | Buy |
2,771
+49
| +2% | +$12.7K | 0.46% | 42 |
|
|
2018
Q4 | $635K | Sell |
2,722
-452
| -14% | -$105K | 0.48% | 40 |
|
|
2018
Q3 | $839K | Buy |
3,174
+24
| +0.8% | +$6.34K | 0.43% | 46 |
|
|
2018
Q2 | $765K | Hold |
3,150
| – | – | 0.42% | 47 |
|
|
2018
Q1 | $760K | Hold |
3,150
| – | – | 0.44% | 44 |
|
|
2017
Q4 | $779K | Buy |
+3,150
| New | +$779K | 0.7% | 40 |
|