A detailed history of Doyle Wealth Management transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Doyle Wealth Management holds 1,748 shares of DIA stock, worth $686,666. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,748
Previous 1,773 1.41%
Holding current value
$686,666
Previous $546,000 8.06%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 15, 2022

SELL
$287.3 - $341.74 $7,182 - $8,543
-25 Reduced 1.41%
1,748 $502,000
Q2 2022

Aug 10, 2022

SELL
$298.72 - $351.53 $97,084 - $114,247
-325 Reduced 15.49%
1,773 $546,000
Q1 2022

May 13, 2022

BUY
$326.53 - $367.87 $81,632 - $91,967
250 Added 13.53%
2,098 $728,000
Q3 2021

Nov 12, 2021

BUY
$338.29 - $356.57 $37,211 - $39,222
110 Added 6.33%
1,848 $625,000
Q4 2020

Feb 04, 2021

SELL
$265.06 - $305.79 $6,096 - $7,033
-23 Reduced 1.31%
1,738 $531,000
Q4 2019

Feb 11, 2020

SELL
$260.72 - $286.33 $5,214 - $5,726
-20 Reduced 1.12%
1,761 $502,000
Q3 2019

Nov 05, 2019

BUY
$255.08 - $273.6 $44,894 - $48,153
176 Added 10.97%
1,781 $479,000
Q2 2019

Aug 15, 2019

SELL
$248.22 - $268.08 $29,786 - $32,169
-120 Reduced 6.96%
1,605 $427,000
Q1 2019

May 13, 2019

BUY
$226.72 - $260.89 $29,246 - $33,654
129 Added 8.08%
1,725 $448,000
Q3 2018

Nov 08, 2018

BUY
$241.66 - $267.12 $7,974 - $8,814
33 Added 2.11%
1,596 $422,000
Q3 2017

Oct 25, 2017

BUY
$216.53 - $223.9 $338,436 - $349,955
1,563
1,563 $350,000

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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