Atlantic Private Wealth’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 | $259K | Buy |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $318K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $339K | Buy |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $370K | Sell |
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|
2021
Q4 | $399K | Buy |
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