Doyle Wealth Management Spdr Dow Jones Industrial Average ETF Trust Transaction History

Doyle Wealth Management

$1.16 Billion
Q3 2022

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 $730,122. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,748

Previous 1,773 1.41%

Holding current value

$730,122

Previous $546,000 8.06%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,297

Shares Held

31.8M

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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Doyle Wealth Management Spdr Dow Jones Industrial Average ETF Trust Transaction History