Adamsbrown Wealth Consultants’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 |
-557
| Closed | -$234K | – | 111 |
|
|
2025
Q1 | $234K | Hold |
557
| – | – | 0.07% | 87 |
|
|
2024
Q4 | $237K | Hold |
557
| – | – | 0.08% | 88 |
|
|
2024
Q3 | $236K | Hold |
557
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $218K | Hold |
557
| – | – | 0.08% | 78 |
|
|
2024
Q1 | $221K | Hold |
557
| – | – | 0.09% | 73 |
|
|
2023
Q4 | $210K | Buy |
+557
| New | +$210K | 0.09% | 77 |
|
|
2022
Q3 | – | Sell |
-764
| Closed | -$235K | – | 78 |
|
|
2022
Q2 | $235K | Hold |
764
| – | – | 0.19% | 73 |
|
|
2022
Q1 | $265K | Hold |
764
| – | – | 0.21% | 71 |
|
|
2021
Q4 | $278K | Buy |
+764
| New | +$278K | 0.25% | 64 |
|