Alta Wealth Advisors’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 | $1.61M | Sell |
3,654
-94
| -3% | -$41.4K | 0.76% | 29 |
|
|
2025
Q1 | $1.57M | Sell |
3,748
-37
| -1% | -$15.5K | 0.72% | 31 |
|
|
2024
Q4 | $1.61M | Sell |
3,785
-24
| -0.6% | -$10.2K | 0.7% | 33 |
|
|
2024
Q3 | $1.61M | Sell |
3,809
-18
| -0.5% | -$7.62K | 0.74% | 30 |
|
|
2024
Q2 | $1.5M | Sell |
3,827
-102
| -3% | -$39.9K | 0.75% | 31 |
|
|
2024
Q1 | $1.56M | Sell |
3,929
-307
| -7% | -$122K | 0.79% | 30 |
|
|
2023
Q4 | $1.6M | Sell |
4,236
-29
| -0.7% | -$10.9K | 0.89% | 28 |
|
|
2023
Q3 | $1.43M | Buy |
4,265
+3,071
| +257% | +$1.03M | 0.88% | 32 |
|
|
2023
Q2 | $411K | Sell |
1,194
-125
| -9% | -$43K | 0.24% | 104 |
|
|
2023
Q1 | $439K | Sell |
1,319
-293
| -18% | -$97.5K | 0.28% | 97 |
|
|
2022
Q4 | $534K | Buy |
+1,612
| New | +$534K | 0.36% | 90 |
|