Balboa Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History

Balboa Wealth Partners

$310 Million
Q1 2024

A detailed history of Balboa Wealth Partners transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Balboa Wealth Partners holds 6,191 shares of DIA stock, worth $2.44 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

6,191

Previous 2,960 109.16%

Holding current value

$2.44 Million

Previous $1.12 Million 120.81%

% of portfolio

0.79%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$372.72 - $397.76 $1.2 Million - $1.29 Million	3,231 Added 109.16%	6,191 $2.46 Million
Q4 2023 Feb 09, 2024	SELL	$324.19 - $377.03 $52,194 - $60,701	-161 Reduced 5.16%	2,960 $1.12 Million
Q3 2023 Oct 23, 2023	SELL	$334.95 - $356.2 $589,177 - $626,555	-1,759 Reduced 36.05%	3,121 $1.05 Million
Q2 2023 Aug 08, 2023	BUY	$327.75 - $344.77 $613,875 - $645,754	1,873 Added 62.29%	4,880 $1.68 Million
Q1 2023 May 11, 2023	SELL	$318.5 - $343.03 $1.01 Million - $1.09 Million	-3,170 Reduced 51.32%	3,007 $1 Million

Q4 2022 Feb 14, 2023	BUY	$291.96 - $346.06 $1.2 Million - $1.42 Million	4,114 Added 199.42%	6,177 $2.05 Million
Q3 2022 Jan 04, 2023	BUY	$287.3 - $341.74 $592,699 - $705,009	2,063 New	2,063 $593,000

Others Institutions Holding DIA

# of Institutions

1,260

Shares Held

31.2M

Call Options Held

8.29M

Put Options Held

11.3M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

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Balboa Wealth Partners Spdr Dow Jones Industrial Average ETF Trust Transaction History