ATFA
All Terrain Financial Advisors’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 | $13.7M | Sell |
31,055
-82
| -0.3% | -$36.1K | 3.93% | 4 |
|
|
2025
Q1 | $13.1M | Buy |
31,137
+482
| +2% | +$202K | 4.12% | 5 |
|
|
2024
Q4 | $13M | Sell |
30,655
-716
| -2% | -$305K | 4.27% | 5 |
|
|
2024
Q3 | $13.3M | Sell |
31,371
-1,280
| -4% | -$542K | 4.87% | 5 |
|
|
2024
Q2 | $12.8M | Buy |
32,651
+2,235
| +7% | +$874K | 5.06% | 5 |
|
|
2024
Q1 | $12.1M | Sell |
30,416
-1,307
| -4% | -$520K | 4.76% | 4 |
|
|
2023
Q4 | $12M | Sell |
31,723
-298
| -0.9% | -$112K | 4.51% | 4 |
|
|
2023
Q3 | $10.7M | Sell |
32,021
-1,311
| -4% | -$439K | 4.5% | 5 |
|
|
2023
Q2 | $11.5M | Sell |
33,332
-349
| -1% | -$120K | 4.34% | 5 |
|
|
2023
Q1 | $11.2M | Buy |
33,681
+474
| +1% | +$158K | 4.6% | 4 |
|
|
2022
Q4 | $11M | Sell |
33,207
-544
| -2% | -$180K | 4.85% | 4 |
|
|
2022
Q3 | $9.7M | Sell |
33,751
-977
| -3% | -$281K | 4.17% | 4 |
|
|
2022
Q2 | $10.7M | Buy |
34,728
+1,287
| +4% | +$396K | 4.55% | 4 |
|
|
2022
Q1 | $11.6M | Sell |
33,441
-151
| -0.4% | -$52.4K | 4.68% | 5 |
|
|
2021
Q4 | $12.2M | Buy |
33,592
+4,098
| +14% | +$1.49M | 4.98% | 5 |
|
|
2021
Q3 | $9.98M | Buy |
29,494
+1,092
| +4% | +$369K | 4.36% | 4 |
|
|
2021
Q2 | $9.8M | Buy |
28,402
+1,942
| +7% | +$670K | 4.48% | 5 |
|
|
2021
Q1 | $8.74M | Buy |
26,460
+486
| +2% | +$160K | 3.99% | 5 |
|
|
2020
Q4 | $7.94M | Buy |
25,974
+215
| +0.8% | +$65.7K | 3.1% | 6 |
|
|
2020
Q3 | $7.15M | Sell |
25,759
-938
| -4% | -$260K | 2.45% | 6 |
|
|
2020
Q2 | $6.88M | Buy |
26,697
+924
| +4% | +$238K | 2.82% | 5 |
|
|
2020
Q1 | $5.65M | Buy |
25,773
+3,558
| +16% | +$780K | 2.29% | 9 |
|
|
2019
Q4 | $6.33M | Sell |
22,215
-934
| -4% | -$266K | 2.06% | 10 |
|
|
2019
Q3 | $6.24M | Sell |
23,149
-660
| -3% | -$178K | 2.09% | 10 |
|
|
2019
Q2 | $6.33M | Sell |
23,809
-1,575
| -6% | -$419K | 2.16% | 10 |
|
|
2019
Q1 | $6.58M | Sell |
25,384
-3,666
| -13% | -$950K | 2.28% | 7 |
|
|
2018
Q4 | $6.77M | Buy |
29,050
+1,212
| +4% | +$283K | 2.7% | 6 |
|
|
2018
Q3 | $7.36M | Sell |
27,838
-642
| -2% | -$170K | 3.01% | 6 |
|
|
2018
Q2 | $6.91M | Buy |
28,480
+302
| +1% | +$73.3K | 3.09% | 6 |
|
|
2018
Q1 | $6.8M | Buy |
28,178
+4,168
| +17% | +$1.01M | 3.09% | 6 |
|
|
2017
Q4 | $5.94M | Buy |
+24,010
| New | +$5.94M | 2.73% | 6 |
|