Traverso Chambers Private Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History

Traverso Chambers Private Wealth Management, LLC

$411 Million
Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 983 shares of DIA stock, worth $463,779. This represents 0.09% of its overall portfolio holdings.

Number of Shares

983

Previous 979 0.41%

Holding current value

$463,779

Previous $327,000 13.15%

% of portfolio

0.09%

Previous 0.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	BUY	$324.19 - $377.03 $1,296 - $1,508	4 Added 0.41%	983 $370,000
Q3 2023 Oct 26, 2023	BUY	$334.95 - $356.2 $669 - $712	2 Added 0.2%	979 $327,000
Q2 2023 Jul 13, 2023	BUY	$327.75 - $344.77 $1,311 - $1,379	4 Added 0.41%	977 $335,000
Q1 2023 Apr 12, 2023	SELL	$318.5 - $343.03 $42,360 - $45,622	-133 Reduced 12.03%	973 $323,000
Q4 2022 Jan 27, 2023	BUY	$291.96 - $346.06 $11,970 - $14,188	41 Added 3.85%	1,106 $366,000
Q3 2022 Oct 12, 2022	BUY	$287.3 - $341.74 $861 - $1,025	3 Added 0.28%	1,065 $306,000
Q2 2022 Jul 13, 2022	BUY	$298.72 - $351.53 $1,493 - $1,757	5 Added 0.47%	1,062 $327,000
Q1 2022 Apr 13, 2022	BUY	$326.53 - $367.87 $979 - $1,103	3 Added 0.28%	1,057 $367,000
Q4 2021 Jan 19, 2022	BUY	$340.01 - $364.84 $1,020 - $1,094	3 Added 0.29%	1,054 $383,000
Q3 2021 Oct 08, 2021	BUY	$338.29 - $356.57 $1,014 - $1,069	3 Added 0.29%	1,051 $355,000
Q2 2021 Aug 12, 2021	SELL	$331.45 - $347.9 $3,645 - $3,826	-11 Reduced 1.04%	1,048 $361,000
Q1 2021 Apr 15, 2021	BUY	$299.81 - $331.66 $899 - $994	3 Added 0.28%	1,059 $350,000
Q4 2020 Jan 19, 2021	BUY	$265.06 - $305.79 $1,060 - $1,223	4 Added 0.38%	1,056 $323,000
Q3 2020 Oct 20, 2020	SELL	$257.24 - $291.21 $34,727 - $39,313	-135 Reduced 11.37%	1,052 $292,000
Q2 2020 Jul 09, 2020	BUY	$209.38 - $276.28 $6,072 - $8,012	29 Added 2.5%	1,187 $306,000
Q1 2020 Apr 10, 2020	SELL	$186.13 - $295.72 $11,912 - $18,926	-64 Reduced 5.24%	1,158 $254,000
Q4 2019 Jan 09, 2020	SELL	$260.72 - $286.33 $10,950 - $12,025	-42 Reduced 3.32%	1,222 $348,000
Q3 2019 Oct 31, 2019	BUY	$255.08 - $273.6 $10,203 - $10,944	40 Added 3.27%	1,264 $340,000
Q2 2019 Jul 17, 2019	BUY	$248.22 - $268.08 $2,233 - $2,412	9 Added 0.74%	1,224 $328,000
Q1 2019 Apr 10, 2019	BUY	$226.72 - $260.89 $3,400 - $3,913	15 Added 1.25%	1,215 $315,000
Q4 2018 Feb 12, 2019	BUY	$218.1 - $267.95 $261,720 - $321,540	1,200 New	1,200 $280,000

Others Institutions Holding DIA

# of Institutions

1,504

Shares Held

33.7M

Call Options Held

9.2M

Put Options Held

14.5M

View Full List

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

Ticker DIA
Exchange NYSE
Sector ETFs
Industry ETFs

More about DIA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Account

Traverso Chambers Private Wealth Management, LLC Spdr Dow Jones Industrial Average ETF Trust Transaction History