Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
DIA holding history
SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DIA overviewAll 13F holders of DIAFull Q4 2023 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −718−100.0% | Sold out | Holders |
| Q1 2023 | 718 | $238.8K | <0.1% | +33+4.8% | Added | Holders |
| Q4 2022 | 685 | $227.0K | <0.1% | −1,346−66.3% | Reduced | Holders |
| Q3 2022 | 2,031 | $584.0K | <0.1% | +127+6.7% | Added | Holders |
| Q2 2022 | 1,904 | $586.0K | <0.1% | +356+23.0% | Added | Holders |
| Q1 2022 | 1,548 | $537.0K | <0.1% | +883+132.8% | Added | Holders |
| Q4 2021 | 665 | $242.0K | <0.1% | +665 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −594−100.0% | Sold out | Holders |
| Q2 2021 | 594 | $205.0K | <0.1% | +594 | New | Holders |