APW
Atlantic Private Wealth’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 | $259K | Buy |
587
+2
| +0.3% | +$882 | 0.17% | 43 |
|
|
2025
Q1 | $246K | Buy |
585
+2
| +0.3% | +$840 | 0.18% | 53 |
|
|
2024
Q4 | $248K | Buy |
583
+3
| +0.5% | +$1.28K | 0.19% | 40 |
|
|
2024
Q3 | $246K | Buy |
580
+2
| +0.3% | +$847 | 0.19% | 40 |
|
|
2024
Q2 | $226K | Buy |
578
+2
| +0.3% | +$783 | 0.18% | 37 |
|
|
2024
Q1 | $229K | Sell |
576
-359
| -38% | -$143K | 0.19% | 36 |
|
|
2023
Q4 | $352K | Sell |
935
-14
| -1% | -$5.28K | 0.31% | 29 |
|
|
2023
Q3 | $318K | Sell |
949
-2
| -0.2% | -$670 | 0.32% | 28 |
|
|
2023
Q2 | $327K | Sell |
951
-68
| -7% | -$23.4K | 0.33% | 26 |
|
|
2023
Q1 | $339K | Buy |
1,019
+4
| +0.4% | +$1.33K | 0.36% | 24 |
|
|
2022
Q4 | $336K | Buy |
1,015
+5
| +0.5% | +$1.66K | 0.36% | 28 |
|
|
2022
Q3 | $290K | Buy |
1,010
+2
| +0.2% | +$574 | 0.33% | 33 |
|
|
2022
Q2 | $311K | Sell |
1,008
-59
| -6% | -$18.2K | 0.32% | 30 |
|
|
2022
Q1 | $370K | Sell |
1,067
-31
| -3% | -$10.8K | 0.35% | 24 |
|
|
2021
Q4 | $399K | Buy |
+1,098
| New | +$399K | 0.35% | 24 |
|