Ashford Advisors’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 | $759K | Buy |
4,293
+293
| +7% | +$51.8K | 0.18% | 13 |
|
|
2025
Q1 | $1.68M | Hold |
4,000
| – | – | 0.42% | 10 |
|
|
2024
Q4 | $1.7M | Hold |
4,000
| – | – | 0.39% | 9 |
|
|
2024
Q3 | $1.69M | Hold |
4,000
| – | – | 0.39% | 9 |
|
|
2024
Q2 | $1.56M | Hold |
4,000
| – | – | 0.38% | 9 |
|
|
2024
Q1 | $1.59M | Hold |
4,000
| – | – | 0.4% | 9 |
|
|
2023
Q4 | $1.51M | Hold |
4,000
| – | – | 0.42% | 10 |
|
|
2023
Q3 | $1.34M | Hold |
4,000
| – | – | 0.42% | 10 |
|
|
2023
Q2 | $1.38M | Hold |
4,000
| – | – | 0.41% | 10 |
|
|
2023
Q1 | $1.33M | Hold |
4,000
| – | – | 0.43% | 11 |
|
|
2022
Q4 | $1.33M | Hold |
4,000
| – | – | 0.45% | 11 |
|
|
2022
Q3 | $1.15M | Hold |
4,000
| – | – | 0.43% | 9 |
|
|
2022
Q2 | $1.23M | Hold |
4,000
| – | – | 0.43% | 9 |
|
|
2022
Q1 | $1.39M | Hold |
4,000
| – | – | 0.46% | 7 |
|
|
2021
Q4 | $1.45M | Hold |
4,000
| – | – | 0.49% | 7 |
|
|
2021
Q3 | $1.35M | Hold |
4,000
| – | – | 0.5% | 8 |
|
|
2021
Q2 | $1.38M | Hold |
4,000
| – | – | 0.52% | 8 |
|
|
2021
Q1 | $1.32M | Hold |
4,000
| – | – | 0.58% | 7 |
|
|
2020
Q4 | $1.22M | Buy |
+4,000
| New | +$1.22M | 0.74% | 5 |
|