Apollon Wealth Management’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 | $4.51M | Sell |
10,227
-1,610
| -14% | -$709K | 0.09% | 200 |
|
2025
Q1 | $4.97M | Sell |
11,837
-109,134
| -90% | -$45.8M | 0.11% | 170 |
|
2024
Q4 | $51.5M | Buy |
120,971
+46,837
| +63% | +$19.9M | 1.19% | 11 |
|
2024
Q3 | $31.4M | Buy |
74,134
+8,036
| +12% | +$3.4M | 0.89% | 20 |
|
2024
Q2 | $25.9M | Sell |
66,098
-51,423
| -44% | -$20.1M | 0.79% | 23 |
|
2024
Q1 | $46.7M | Sell |
117,521
-6,821
| -5% | -$2.71M | 1.47% | 10 |
|
2023
Q4 | $46.9M | Buy |
124,342
+44,894
| +57% | +$16.9M | 1.62% | 9 |
|
2023
Q3 | $26.6M | Buy |
79,448
+68,871
| +651% | +$23.1M | 1.34% | 12 |
|
2023
Q2 | $3.64M | Sell |
10,577
-1,601
| -13% | -$551K | 0.18% | 117 |
|
2023
Q1 | $4.05M | Buy |
12,178
+1,565
| +15% | +$521K | 0.25% | 86 |
|
2022
Q4 | $3.52M | Buy |
10,613
+5,065
| +91% | +$1.68M | 0.25% | 87 |
|
2022
Q3 | $1.59M | Sell |
5,548
-149
| -3% | -$42.8K | 0.13% | 165 |
|
2022
Q2 | $1.75M | Sell |
5,697
-409
| -7% | -$126K | 0.15% | 152 |
|
2022
Q1 | $2.12M | Sell |
6,106
-161
| -3% | -$55.8K | 0.15% | 151 |
|
2021
Q4 | $2.28M | Buy |
6,267
+448
| +8% | +$163K | 0.17% | 139 |
|
2021
Q3 | $1.97M | Buy |
5,819
+1,328
| +30% | +$449K | 0.27% | 74 |
|
2021
Q2 | $1.55M | Buy |
4,491
+461
| +11% | +$159K | 0.28% | 69 |
|
2021
Q1 | $1.33M | Buy |
4,030
+2,712
| +206% | +$896K | 0.26% | 75 |
|
2020
Q4 | $403K | Buy |
+1,318
| New | +$403K | 0.11% | 135 |
|
2020
Q3 | – | Sell |
-535
| Closed | -$138K | – | 283 |
|
2020
Q2 | $138K | Buy |
+535
| New | +$138K | 0.08% | 146 |
|