Accel 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 | $217K | Sell |
492
-114
| -19% | -$50.2K | 0.07% | 238 |
|
|
2025
Q1 | $255K | Buy |
606
+2
| +0.3% | +$840 | 0.09% | 207 |
|
|
2024
Q4 | $257K | Sell |
604
-5
| -0.8% | -$2.13K | 0.1% | 202 |
|
|
2024
Q3 | $258K | Buy |
609
+4
| +0.7% | +$1.69K | 0.1% | 200 |
|
|
2024
Q2 | $237K | Sell |
605
-18
| -3% | -$7.04K | 0.09% | 196 |
|
|
2024
Q1 | $248K | Buy |
623
+68
| +12% | +$27K | 0.11% | 183 |
|
|
2023
Q4 | $209K | Buy |
+555
| New | +$209K | 0.11% | 178 |
|
|
2023
Q2 | – | Sell |
-222
| Closed | -$73.8K | – | 336 |
|
|
2023
Q1 | $73.8K | Hold |
222
| – | – | 0.03% | 390 |
|
|
2022
Q4 | $73.6K | Hold |
222
| – | – | 0.04% | 291 |
|
|
2022
Q3 | $67K | Hold |
222
| – | – | 0.04% | 315 |
|
|
2022
Q2 | $69K | Hold |
222
| – | – | 0.04% | 294 |
|
|
2022
Q1 | $77K | Hold |
222
| – | – | 0.04% | 288 |
|
|
2021
Q4 | $81K | Hold |
222
| – | – | 0.04% | 290 |
|
|
2021
Q3 | $75K | Hold |
222
| – | – | 0.05% | 263 |
|
|
2021
Q2 | $77K | Hold |
222
| – | – | 0.05% | 267 |
|
|
2021
Q1 | $73K | Buy |
222
+150
| +208% | +$49.3K | 0.06% | 259 |
|
|
2020
Q4 | $22K | Buy |
+72
| New | +$22K | 0.02% | 463 |
|