Apella Capital’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 | $1.25M | Buy |
2,805
+1,823
| +186% | +$809K | 0.03% | 200 |
|
|
2025
Q1 | $399K | Buy |
982
+102
| +12% | +$41.4K | 0.01% | 274 |
|
|
2024
Q4 | $374K | Buy |
880
+47
| +6% | +$20K | 0.01% | 255 |
|
|
2024
Q3 | $351K | Hold |
833
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $327K | Hold |
833
| – | – | 0.01% | 249 |
|
|
2024
Q1 | $324K | Hold |
833
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $312K | Hold |
833
| – | – | 0.02% | 236 |
|
|
2023
Q3 | $279K | Hold |
833
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $286K | Buy |
+833
| New | +$286K | 0.02% | 217 |
|
|
2022
Q4 | $365K | Buy |
1,101
+51
| +5% | +$16.9K | 0.03% | 173 |
|
|
2022
Q3 | $302K | Hold |
1,050
| – | – | 0.04% | 173 |
|
|
2022
Q2 | $323K | Buy |
1,050
+447
| +74% | +$138K | 0.04% | 173 |
|
|
2022
Q1 | $209K | Buy |
+603
| New | +$209K | 0.03% | 199 |
|