Appleton Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
|
|||||
|
2025
Q1 | $1.02M | Buy |
|
|||||
|
2024
Q4 | $248K | Sell |
|
|||||
|
2024
Q3 | $267K | Sell |
|
|||||
|
2024
Q2 | $271K | Sell |
|
|||||
|
2024
Q1 | $282K | Sell |
|
|||||
|
2023
Q4 | $288K | Sell |
|
|||||
|
2023
Q3 | $282K | Sell |
|
|||||
|
2023
Q2 | $295K | Sell |
|
|||||
|
2023
Q1 | $294K | Sell |
|
|||||
|
2022
Q4 | $309K | Sell |
|
|||||
|
2022
Q3 | $277K | Sell |
|
|||||
|
2022
Q2 | $309K | Hold |
|
|||||
|
2022
Q1 | $348K | Buy |
|
|||||
|
2021
Q4 | $247K | Hold |
|
|||||
|
2021
Q3 | $230K | Hold |
|
|||||
|
2021
Q2 | $235K | Hold |
|
|||||
|
2021
Q1 | $225K | Buy |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $326K | Hold |
|
|||||
|
2019
Q3 | $308K | Hold |
|
|||||
|
2019
Q2 | $304K | Sell |
|
|||||
|
2019
Q1 | $354K | Hold |
|
|||||
|
2018
Q4 | $318K | Sell |
|
|||||
|
2018
Q3 | $480K | Sell |
|
|||||
|
2018
Q2 | $505K | Buy |
|
|||||
|
2018
Q1 | $393K | Sell |
|
|||||
|
2017
Q4 | $418K | Hold |
|
|||||
|
2017
Q3 | $378K | Hold |
|
|||||
|
2017
Q2 | $360K | Hold |
|
|||||
|
2017
Q1 | $349K | Hold |
|
|||||
|
2016
Q4 | $334K | Buy |
|
|||||
|
2016
Q3 | $286K | Hold |
|
|||||
|
2016
Q2 | $280K | Sell |
|
|||||
|
2016
Q1 | $299K | Buy |
|
|||||
|
2015
Q4 | $283K | Sell |
|
|||||
|
2015
Q3 | $276K | Sell |
|
|||||
|
2015
Q2 | $332K | Sell |
|
|||||
|
2015
Q1 | $349K | Hold |
|
|||||
|
2014
Q4 | $350K | Buy |
|
|||||
|
2014
Q3 | $258K | Hold |
|
|||||
|
2014
Q2 | $254K | Hold |
|
|||||
|
2014
Q1 | $249K | Sell |
|
|||||
|
2013
Q4 | $256K | Sell |
|
|||||
|
2013
Q3 | $245K | Hold |
|
|||||
|
2013
Q2 | $241K | Buy |
|