Apexium Financial’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 | $2.28M | Sell |
5,169
-10
| -0.2% | -$4.41K | 0.12% | 84 |
|
|
2025
Q1 | $2.17M | Buy |
5,179
+40
| +0.8% | +$16.8K | 0.13% | 78 |
|
|
2024
Q4 | $2.19M | Hold |
5,139
| – | – | 0.13% | 71 |
|
|
2024
Q3 | $2.17M | Hold |
5,139
| – | – | 0.14% | 61 |
|
|
2024
Q2 | $2.01M | Hold |
5,139
| – | – | 0.14% | 63 |
|
|
2024
Q1 | $2.04M | Sell |
5,139
-1,012
| -16% | -$403K | 0.16% | 59 |
|
|
2023
Q4 | $2.32M | Buy |
6,151
+1,012
| +20% | +$381K | 0.17% | 66 |
|
|
2023
Q3 | $1.72M | Hold |
5,139
| – | – | 0.17% | 58 |
|
|
2023
Q2 | $1.77M | Sell |
5,139
-780
| -13% | -$268K | 0.16% | 58 |
|
|
2023
Q1 | $1.97M | Buy |
5,919
+780
| +15% | +$259K | 0.19% | 53 |
|
|
2022
Q4 | $1.7M | Hold |
5,139
| – | – | 0.18% | 60 |
|
|
2022
Q3 | $1.48M | Buy |
5,139
+108
| +2% | +$31K | 0.18% | 60 |
|
|
2022
Q2 | $1.55M | Hold |
5,031
| – | – | 0.89% | 26 |
|
|
2022
Q1 | $1.83M | Hold |
5,031
| – | – | 0.96% | 21 |
|
|
2021
Q4 | $1.83M | Hold |
5,031
| – | – | 0.94% | 22 |
|
|
2021
Q3 | $1.7M | Hold |
5,031
| – | – | 0.98% | 21 |
|
|
2021
Q2 | $1.74M | Hold |
5,031
| – | – | 1.08% | 21 |
|
|
2021
Q1 | $1.66M | Hold |
5,031
| – | – | 1.22% | 22 |
|
|
2020
Q4 | $1.54M | Hold |
5,031
| – | – | 1.22% | 19 |
|
|
2020
Q3 | $1.4M | Buy |
5,031
+1,876
| +59% | +$521K | 1.13% | 19 |
|
|
2020
Q2 | $814K | Hold |
3,155
| – | – | 0.74% | 29 |
|
|
2020
Q1 | $692K | Hold |
3,155
| – | – | 0.92% | 22 |
|
|
2019
Q4 | $899K | Buy |
+3,155
| New | +$899K | 1.16% | 22 |
|
|
2018
Q4 | $736K | Buy |
+3,156
| New | +$736K | 7.06% | 6 |
|