AssetMark Inc’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
Q3 | $378K | Sell |
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|
2025
Q2 | $590K | Sell |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $508K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $57.7K | Buy |
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|
2024
Q1 | $34.9K | Sell |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $22.7K | Buy |
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|
2023
Q2 | $560 | Sell |
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|
2023
Q1 | $8.65K | Sell |
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|
2022
Q4 | $53.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $140K | Buy |
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|
2021
Q4 | $100K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $1K | Sell |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $25K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Sell |
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|
2015
Q4 | $52K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3K | Buy |
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