AAF Wealth Management’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 | – | Sell |
-18,210
| Closed | -$7.65M | – | 50 |
|
|
2025
Q1 | $7.65M | Sell |
18,210
-22
| -0.1% | -$9.24K | 4.13% | 7 |
|
|
2024
Q4 | $7.76M | Buy |
+18,232
| New | +$7.76M | 3.91% | 7 |
|
|
2023
Q4 | – | Sell |
-679
| Closed | -$227K | – | 49 |
|
|
2023
Q3 | $227K | Sell |
679
-62
| -8% | -$20.8K | 0.15% | 33 |
|
|
2023
Q2 | $255K | Sell |
741
-646
| -47% | -$222K | 0.16% | 33 |
|
|
2023
Q1 | $461K | Sell |
1,387
-654
| -32% | -$217K | 0.3% | 22 |
|
|
2022
Q4 | $676K | Sell |
2,041
-6,232
| -75% | -$2.06M | 0.48% | 18 |
|
|
2022
Q3 | $2.38M | Sell |
8,273
-46,285
| -85% | -$13.3M | 1.89% | 12 |
|
|
2022
Q2 | $16.8M | Sell |
54,558
-806
| -1% | -$248K | 12.65% | 3 |
|
|
2022
Q1 | $19.2M | Buy |
55,364
+2,383
| +4% | +$827K | 12.62% | 3 |
|
|
2021
Q4 | $19.3M | Buy |
52,981
+380
| +0.7% | +$138K | 13.93% | 3 |
|
|
2021
Q3 | $17.8M | Buy |
52,601
+1,640
| +3% | +$555K | 13.52% | 3 |
|
|
2021
Q2 | $17.6M | Buy |
50,961
+1,874
| +4% | +$647K | 13.57% | 3 |
|
|
2021
Q1 | $16.2M | Buy |
49,087
+4,797
| +11% | +$1.58M | 13.77% | 3 |
|
|
2020
Q4 | $13.5M | Buy |
+44,290
| New | +$13.5M | 12.27% | 4 |
|