1NWS
1 North Wealth Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Sell |
14,869
-2,733
| -16% | -$1.2M | 2.6% | 17 |
|
|
2025
Q1 | $7.39M | Sell |
17,602
-999
| -5% | -$419K | 3.42% | 10 |
|
|
2024
Q4 | $7.91M | Buy |
+18,601
| New | +$7.91M | 3.35% | 12 |
|
|
2019
Q4 | $3.46M | Buy |
12,144
+146
| +1% | +$41.6K | 2.14% | 15 |
|
|
2019
Q3 | $3.23M | Buy |
+11,998
| New | +$3.23M | 2.16% | 14 |
|
|
2019
Q1 | $3.17M | Sell |
12,241
-633
| -5% | -$164K | 2.24% | 14 |
|
|
2018
Q4 | $3M | Buy |
+12,874
| New | +$3M | 2.51% | 13 |
|