AWA
Amplius Wealth 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 | $12.3M | Sell |
27,815
-2,168
| -7% | -$955K | 1.14% | 24 |
|
|
2025
Q1 | $12.6M | Buy |
29,983
+76
| +0.3% | +$31.9K | 1.31% | 24 |
|
|
2024
Q4 | $12.7M | Buy |
29,907
+1,397
| +5% | +$594K | 1.3% | 25 |
|
|
2024
Q3 | $12.1M | Buy |
28,510
+215
| +0.8% | +$91K | 1.32% | 24 |
|
|
2024
Q2 | $11.1M | Sell |
28,295
-1,602
| -5% | -$627K | 1.23% | 26 |
|
|
2024
Q1 | $11.9M | Sell |
29,897
-1,223
| -4% | -$486K | 1.33% | 22 |
|
|
2023
Q4 | $11.7M | Sell |
31,120
-1,111
| -3% | -$419K | 1.42% | 24 |
|
|
2023
Q3 | $10.8M | Sell |
32,231
-566
| -2% | -$190K | 1.45% | 23 |
|
|
2023
Q2 | $11.3M | Sell |
32,797
-1,719
| -5% | -$591K | 1.52% | 18 |
|
|
2023
Q1 | $11.5M | Buy |
34,516
+629
| +2% | +$209K | 1.65% | 16 |
|
|
2022
Q4 | $11.2M | Sell |
33,887
-85,566
| -72% | -$28.4M | 1.79% | 17 |
|
|
2022
Q3 | $34.3M | Buy |
119,453
+13,736
| +13% | +$3.95M | 6.14% | 2 |
|
|
2022
Q2 | $32.5M | Buy |
105,717
+36,662
| +53% | +$11.3M | 5.26% | 3 |
|
|
2022
Q1 | $24M | Buy |
69,055
+44,729
| +184% | +$15.5M | 3.68% | 8 |
|
|
2021
Q4 | $8.84M | Buy |
+24,326
| New | +$8.84M | 1.22% | 23 |
|