Cypress Wealth Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Cypress Wealth Services, LLC

$440 Million
Q2 2024

A detailed history of Cypress Wealth Services, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,604 shares of DIA stock, worth $678,684. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,604

Previous 1,919 16.41%

Holding current value

$678,684

Previous $763,000 17.82%

% of portfolio

0.14%

Previous 0.18%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$377.31 - $399.95 $118,852 - $125,984	-315 Reduced 16.41%	1,604 $627,000
Q1 2024 Apr 15, 2024	BUY	$372.72 - $397.76 $134,179 - $143,193	360 Added 23.09%	1,919 $763,000
Q3 2022 Oct 14, 2022	BUY	$287.3 - $341.74 $64,355 - $76,549	224 Added 16.78%	1,559 $457,000
Q2 2021 Jul 14, 2021	SELL	$331.45 - $347.9 $580,037 - $608,825	-1,750 Reduced 56.73%	1,335 $461,000
Q1 2021 Apr 28, 2021	SELL	$299.81 - $331.66 $203,271 - $224,865	-678 Reduced 18.02%	3,085 $1.02 Million
Q4 2020 Jan 22, 2021	SELL	$265.06 - $305.79 $29,421 - $33,942	-111 Reduced 2.87%	3,763 $1.15 Million
Q2 2020 Jul 15, 2020	SELL	$209.38 - $276.28 $10,469 - $13,813	-50 Reduced 1.27%	3,874 $999,000
Q1 2020 Apr 10, 2020	BUY	$186.13 - $295.72 $38,342 - $60,918	206 Added 5.54%	3,924 $860,000
Q4 2019 Jan 14, 2020	SELL	$260.72 - $286.33 $8,603 - $9,448	-33 Reduced 0.88%	3,718 $1.06 Million
Q3 2019 Oct 16, 2019	BUY	$255.08 - $273.6 $32,140 - $34,473	126 Added 3.48%	3,751 $1.01 Million
Q2 2019 Jul 24, 2019	BUY	$248.22 - $268.08 $96,805 - $104,551	390 Added 12.06%	3,625 $964,000
Q1 2019 Apr 19, 2019	BUY	$226.72 - $260.89 $453 - $521	2 Added 0.06%	3,235 $838,000
Q4 2018 Jan 22, 2019	SELL	$218.1 - $267.95 $286,365 - $351,818	-1,313 Reduced 28.88%	3,233 $754,000
Q3 2018 Oct 19, 2018	BUY	$241.66 - $267.12 $98,838 - $109,252	409 Added 9.89%	4,546 $1.2 Million
Q2 2018 Aug 06, 2018	BUY	$236.15 - $253.39 $115,713 - $124,161	490 Added 13.44%	4,137 $1 Million
Q1 2018 May 01, 2018	SELL	$235.13 - $265.91 $269,929 - $305,264	-1,148 Reduced 23.94%	3,647 $880,000
Q4 2017 Feb 05, 2018	BUY	$225.24 - $248.13 $1.08 Million - $1.19 Million	4,795	4,795 $1.19 Million

Others Institutions Holding DIA

# of Institutions

1,277

Shares Held

28.4M

Call Options Held

7.09M

Put Options Held

10.1M

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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Cypress Wealth Services, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History