180 Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Hold |
1,876
| – | – | 0.12% | 170 |
|
|
2025
Q1 | $788K | Hold |
1,876
| – | – | 0.13% | 160 |
|
|
2024
Q4 | $798K | Hold |
1,876
| – | – | 0.13% | 153 |
|
|
2024
Q3 | $794K | Hold |
1,876
| – | – | 0.12% | 166 |
|
|
2024
Q2 | $746K | Hold |
1,876
| – | – | 0.12% | 157 |
|
|
2024
Q1 | $746K | Buy |
1,876
+1
| +0.1% | +$398 | 0.13% | 158 |
|
|
2023
Q4 | $707K | Hold |
1,875
| – | – | 0.14% | 148 |
|
|
2023
Q3 | $628K | Sell |
1,875
-5
| -0.3% | -$1.68K | 0.14% | 151 |
|
|
2023
Q2 | $647K | Hold |
1,880
| – | – | 0.14% | 152 |
|
|
2023
Q1 | $625K | Hold |
1,880
| – | – | 0.15% | 149 |
|
|
2022
Q4 | $638K | Hold |
1,880
| – | – | 0.15% | 139 |
|
|
2022
Q3 | $540K | Hold |
1,880
| – | – | 0.15% | 131 |
|
|
2022
Q2 | $584K | Hold |
1,880
| – | – | 0.15% | 134 |
|
|
2022
Q1 | $656K | Hold |
1,880
| – | – | 0.14% | 140 |
|
|
2021
Q4 | $644K | Sell |
1,880
-3
| -0.2% | -$1.03K | 0.14% | 142 |
|
|
2021
Q3 | $664K | Hold |
1,883
| – | – | 0.15% | 137 |
|
|
2021
Q2 | $664K | Buy |
1,883
+1
| +0.1% | +$353 | 0.15% | 139 |
|
|
2021
Q1 | $644K | Buy |
1,882
+3
| +0.2% | +$1.03K | 0.16% | 135 |
|
|
2020
Q4 | $581K | Buy |
1,879
+124
| +7% | +$38.3K | 0.17% | 130 |
|
|
2020
Q3 | $497K | Buy |
1,755
+5
| +0.3% | +$1.42K | 0.19% | 114 |
|
|
2020
Q2 | $467K | Hold |
1,750
| – | – | 0.19% | 122 |
|
|
2020
Q1 | $374K | Buy |
+1,750
| New | +$374K | 0.19% | 132 |
|