A detailed history of Appleton Partners Inc transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Appleton Partners Inc holds 694 shares of DIA stock, worth $280,702. This represents 0.02% of its overall portfolio holdings.

Number of Shares
694
Previous 709 2.12%
Holding current value
$280,702
Previous $282,000 3.9%
% of portfolio
0.02%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$377.31 - $399.95 $5,659 - $5,999
-15 Reduced 2.12%
694 $271,000
Q1 2024

Apr 01, 2024

SELL
$372.72 - $397.76 $20,872 - $22,274
-56 Reduced 7.32%
709 $282,000
Q4 2023

Jan 02, 2024

SELL
$324.19 - $377.03 $25,286 - $29,408
-78 Reduced 9.25%
765 $288,000
Q3 2023

Oct 03, 2023

SELL
$334.95 - $356.2 $5,024 - $5,343
-15 Reduced 1.75%
843 $282,000
Q2 2023

Jul 10, 2023

SELL
$327.75 - $344.77 $8,193 - $8,619
-25 Reduced 2.83%
858 $295,000
Q1 2023

Apr 10, 2023

SELL
$318.5 - $343.03 $15,925 - $17,151
-50 Reduced 5.36%
883 $294,000
Q4 2022

Jan 19, 2023

SELL
$291.96 - $346.06 $8,758 - $10,381
-30 Reduced 3.12%
933 $309,000
Q3 2022

Oct 27, 2022

SELL
$287.3 - $341.74 $11,492 - $13,669
-40 Reduced 3.99%
963 $277,000
Q1 2022

Apr 05, 2022

BUY
$326.53 - $367.87 $105,469 - $118,822
323 Added 47.5%
1,003 $348,000
Q1 2021

Apr 19, 2021

BUY
$299.81 - $331.66 $2,998 - $3,316
10 Added 1.49%
680 $225,000
Q4 2020

Jan 19, 2021

BUY
$265.06 - $305.79 $177,590 - $204,879
670 New
670 $205,000
Q1 2020

May 04, 2020

SELL
$186.13 - $295.72 $213,118 - $338,599
-1,145 Closed
0 $0
Q2 2019

Jul 25, 2019

SELL
$248.22 - $268.08 $54,608 - $58,977
-220 Reduced 16.12%
1,145 $304,000
Q4 2018

Jan 17, 2019

SELL
$218.1 - $267.95 $98,145 - $120,577
-450 Reduced 24.79%
1,365 $318,000
Q3 2018

Oct 09, 2018

SELL
$241.66 - $267.12 $64,039 - $70,786
-265 Reduced 12.74%
1,815 $480,000
Q2 2018

Aug 08, 2018

BUY
$236.15 - $253.39 $106,267 - $114,025
450 Added 27.61%
2,080 $505,000
Q1 2018

Apr 11, 2018

SELL
$235.13 - $265.91 $14,107 - $15,954
-60 Reduced 3.55%
1,630 $393,000
Q3 2017

Oct 12, 2017

BUY
$216.53 - $223.9 $365,935 - $378,391
1,690
1,690 $378,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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