AllSquare Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $372K | Hold |
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|
2024
Q4 | $377K | Hold |
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|
2024
Q3 | $375K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $353K | Hold |
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|
2023
Q3 | $314K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $506K | Hold |
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|
2021
Q1 | $485K | Buy |
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|
2020
Q4 | $431K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $537K | Hold |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $501K | Hold |
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|
2019
Q2 | $495K | Sell |
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|
2019
Q1 | $532K | Buy |
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|
2018
Q4 | $409K | Buy |
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|
2018
Q3 | $373K | Buy |
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|
2018
Q2 | $166K | Buy |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $137K | Hold |
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|
2017
Q3 | $124K | Hold |
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|
2017
Q2 | $118K | Buy |
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|
2017
Q1 | $100K | Buy |
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|
2016
Q4 | $93K | Buy |
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