Aprio 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 | $466K | Buy |
1,058
+73
| +7% | +$32.2K | 0.05% | 201 |
|
|
2025
Q1 | $414K | Hold |
985
| – | – | 0.05% | 204 |
|
|
2024
Q4 | $419K | Buy |
985
+3
| +0.3% | +$1.28K | 0.06% | 156 |
|
|
2024
Q3 | $416K | Sell |
982
-5
| -0.5% | -$2.12K | 0.07% | 143 |
|
|
2024
Q2 | $386K | Hold |
987
| – | – | 0.07% | 130 |
|
|
2024
Q1 | $393K | Sell |
987
-99
| -9% | -$39.4K | 0.08% | 119 |
|
|
2023
Q4 | $409K | Hold |
1,086
| – | – | 0.09% | 108 |
|
|
2023
Q3 | $364K | Buy |
1,086
+5
| +0.5% | +$1.68K | 0.1% | 101 |
|
|
2023
Q2 | $372K | Buy |
1,081
+99
| +10% | +$34K | 0.1% | 91 |
|
|
2023
Q1 | $327K | Hold |
982
| – | – | 0.1% | 94 |
|
|
2022
Q4 | $325K | Hold |
982
| – | – | 0.11% | 84 |
|
|
2022
Q3 | $282K | Buy |
+982
| New | +$282K | 0.11% | 81 |
|