A detailed history of Zhang Financial LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Zhang Financial LLC holds 2,303 shares of DIA stock, worth $996,047. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,303
Previous 2,303 -0.0%
Holding current value
$996,047
Previous $900,000 8.22%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

BUY
$318.5 - $343.03 $27,072 - $29,157
85 Added 3.83%
2,303 $766,000
Q4 2022

May 17, 2023

SELL
$291.96 - $346.06 $24,816 - $29,415
-85 Reduced 3.69%
2,218 $734,000
Q3 2022

Oct 18, 2022

BUY
$287.3 - $341.74 $287,300 - $341,740
1,000 Added 82.1%
2,218 $637,000
Q1 2022

Apr 21, 2022

BUY
$326.53 - $367.87 $31,020 - $34,947
95 Added 8.46%
1,218 $422,000
Q2 2019

Jul 24, 2019

SELL
$248.22 - $268.08 $4,467 - $4,825
-18 Reduced 1.58%
1,123 $299,000
Q4 2018

May 16, 2019

BUY
$218.1 - $267.95 $3,925 - $4,823
18 Added 1.6%
1,141 $266,000
Q2 2018

May 24, 2019

SELL
$236.15 - $253.39 $7,320 - $7,855
-31 Reduced 2.69%
1,123 $273,000
Q1 2017

May 23, 2019

SELL
N/A
-94 Reduced 7.53%
1,154 $291,000
Q3 2016

May 28, 2019

BUY
N/A
94 Added 8.15%
1,248 $228,000
Q4 2015

May 28, 2019

BUY
N/A
1,154 New
1,154 $201,000
Q3 2015

May 24, 2019

SELL
N/A
-1,154 Closed
0 $0
Q2 2015

May 24, 2019

BUY
N/A
1,154 New
1,154 $203,000
Q1 2015

May 29, 2019

SELL
N/A
-1,123 Closed
0 $0
Q4 2014

May 31, 2019

BUY
N/A
1,123
1,123 $200,000

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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