Williams Jones Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $12.1M | Buy |
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|
2022
Q4 | $12M | Sell |
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|
2022
Q3 | $21.9M | Buy |
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|
2022
Q2 | $23.4M | Buy |
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|
2022
Q1 | $26.2M | Sell |
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|
2021
Q4 | $34.9M | Buy |
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|
2021
Q3 | $30.7M | Sell |
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|
2021
Q2 | $31.4M | Buy |
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|
2021
Q1 | $28M | Buy |
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|
2020
Q4 | $25.8M | Sell |
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|
2020
Q3 | $23.5M | Sell |
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|
2020
Q2 | $23.8M | Buy |
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|
2020
Q1 | $8.15M | Sell |
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|
2019
Q4 | $57.2M | Buy |
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|
2019
Q3 | $53.9M | Buy |
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