Clifford Swan Investment Counsel LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Clifford Swan Investment Counsel LLC

  • $2.78 Billion
  • Q3 2024

A detailed history of Clifford Swan Investment Counsel LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 1,027 shares of DIA stock, worth $445,913. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,027
Previous 1,027 -0.0%
Holding current value
$445,913
Previous $401,000 8.23%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023
SELL
$327.75 - $344.77 $32,775 - $34,477
-100 Reduced 8.87%
1,027 $353,000
Q1 2023

May 05, 2023
BUY
$318.5 - $343.03 $637 - $686
2 Added 0.18%
1,127 $374,000
Q1 2022

May 03, 2022
BUY
$326.53 - $367.87 $8,163 - $9,196
25 Added 2.27%
1,125 $390,000
Q3 2021

Nov 02, 2021
BUY
$338.29 - $356.57 $101,487 - $106,971
300 Added 37.5%
1,100 $372,000
Q1 2021

May 07, 2021
SELL
$299.81 - $331.66 $89,943 - $99,498
-300 Reduced 27.27%
800 $264,000
Q2 2020

Aug 06, 2020
SELL
$209.38 - $276.28 $5,234 - $6,906
-25 Reduced 2.22%
1,100 $284,000
Q1 2019

May 14, 2019
SELL
$226.72 - $260.89 $45,344 - $52,178
-200 Reduced 15.09%
1,125 $292,000
Q4 2018

Feb 13, 2019
SELL
$218.1 - $267.95 $21,810 - $26,795
-100 Reduced 7.02%
1,325 $309,000
Q1 2018

May 09, 2018
SELL
$235.13 - $265.91 $35,269 - $39,886
-150 Reduced 9.52%
1,425 $344,000
Q3 2017

Nov 13, 2017
SELL
$216.53 - $223.9 $21,653 - $22,390
-100 Reduced 5.97%
1,575 $353,000
Q2 2017

Aug 11, 2017
BUY
N/A
1,675
1,675 $357,000

Others Institutions Holding DIA

# of Institutions
1,333
Shares Held
34M
Call Options Held
10.4M
Put Options Held
12.1M
View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA Quotes by TradingView
  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
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