WR Wealth Planners’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 | $1.81K | Hold |
4
| – | – | ﹤0.01% | 870 |
|
|
2024
Q3 | $1.8K | Buy |
+4
| New | +$1.8K | ﹤0.01% | 921 |
|
|
2024
Q2 | – | Sell |
-41
| Closed | -$16.2K | – | 1163 |
|
|
2024
Q1 | $16.2K | Buy |
+41
| New | +$16.2K | 0.01% | 492 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$13.5K | – | 346 |
|
|
2023
Q3 | $13.5K | Hold |
40
| – | – | 0.01% | 493 |
|
|
2023
Q2 | $13.8K | Hold |
40
| – | – | 0.01% | 492 |
|
|
2023
Q1 | $13.3K | Hold |
40
| – | – | 0.01% | 488 |
|
|
2022
Q4 | $13.2K | Hold |
40
| – | – | 0.01% | 244 |
|
|
2022
Q3 | $11.4K | Hold |
40
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $12.2K | Buy |
40
+1
| +3% | +$304 | 0.01% | 265 |
|
|
2022
Q1 | $13.6K | Buy |
+39
| New | +$13.6K | 0.01% | 270 |
|