Ownership history in Curtis Advisory Group, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Curtis Advisory Group, LLC reported a position in SPDR DOW JONES INDL AVRG ETF (DIA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Curtis Advisory Group, LLC underperformed the S&P 500 by β5.1% annually on this DIA position. Timing score: 35% (7/20 decisions correct). Average cost basis: $256.71. Maximum drawdown during holding period: β22.6%.
β Significantly underperformed the S&P 500 by 5.1% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $196.89 (2020 Q1) Β· Worst: $328.45 (2023 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 14 trims. Bought during 3 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.3% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size