Zimmermann Investment Management & Planning’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
Q1 | – | Sell |
-1,089
| Closed | -$410K | – | 139 |
|
|
2023
Q4 | $410K | Sell |
1,089
-2,755
| -72% | -$1.04M | 0.17% | 79 |
|
|
2023
Q3 | $1.29M | Sell |
3,844
-6,859
| -64% | -$2.3M | 0.62% | 44 |
|
|
2023
Q2 | $3.68M | Buy |
10,703
+2,837
| +36% | +$976K | 1.71% | 21 |
|
|
2023
Q1 | $2.62M | Sell |
7,866
-1,306
| -14% | -$434K | 1.37% | 24 |
|
|
2022
Q4 | $3.04M | Buy |
9,172
+7,954
| +653% | +$2.64M | 1.75% | 20 |
|
|
2022
Q3 | $350K | Sell |
1,218
-1,053
| -46% | -$303K | 0.22% | 66 |
|
|
2022
Q2 | $699K | Buy |
2,271
+8
| +0.4% | +$2.46K | 0.48% | 49 |
|
|
2022
Q1 | $785K | Sell |
2,263
-61
| -3% | -$21.2K | 0.47% | 48 |
|
|
2021
Q4 | $844K | Buy |
+2,324
| New | +$844K | 0.47% | 42 |
|