AWA
Arkadios Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Buy |
12,118
+2,741
| +29% | +$1.21M | 0.16% | 141 |
|
|
2025
Q1 | $3.94M | Buy |
9,377
+1,246
| +15% | +$523K | 0.15% | 156 |
|
|
2024
Q4 | $3.46M | Sell |
8,131
-301
| -4% | -$128K | 0.19% | 111 |
|
|
2024
Q3 | $3.57M | Buy |
+8,432
| New | +$3.57M | 0.2% | 109 |
|
|
2021
Q4 | – | Sell |
-300
| Closed | -$101K | – | 849 |
|
|
2021
Q3 | $101K | Sell |
300
-1,218
| -80% | -$410K | 0.01% | 682 |
|
|
2021
Q2 | $523K | Buy |
1,518
+229
| +18% | +$78.9K | 0.06% | 321 |
|
|
2021
Q1 | $425K | Buy |
1,289
+430
| +50% | +$142K | 0.07% | 276 |
|
|
2020
Q4 | $262K | Sell |
859
-3,390
| -80% | -$1.03M | 0.06% | 279 |
|
|
2020
Q3 | $1.22M | Sell |
4,249
-27
| -0.6% | -$7.72K | 0.61% | 37 |
|
|
2020
Q2 | $1.14M | Sell |
4,276
-141
| -3% | -$37.6K | 0.63% | 37 |
|
|
2020
Q1 | $968K | Sell |
4,417
-890
| -17% | -$195K | 0.62% | 35 |
|
|
2019
Q4 | $1.56M | Buy |
+5,307
| New | +$1.56M | 0.94% | 24 |
|