APWA
Atlas Private 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 | $21.7M | Sell |
49,293
-3,219
| -6% | -$1.42M | 2.8% | 9 |
|
|
2025
Q1 | $22.1M | Sell |
52,512
-35,933
| -41% | -$15.1M | 3.07% | 8 |
|
|
2024
Q4 | $37.7M | Buy |
88,445
+46
| +0.1% | +$19.6K | 5.34% | 4 |
|
|
2024
Q3 | $37.4M | Buy |
88,399
+20,708
| +31% | +$8.77M | 5.42% | 6 |
|
|
2024
Q2 | $26.5M | Buy |
67,691
+36,053
| +114% | +$14.1M | 4.31% | 8 |
|
|
2024
Q1 | $12.6M | Sell |
31,638
-28,174
| -47% | -$11.2M | 4.21% | 8 |
|
|
2023
Q4 | $22.5M | Buy |
+59,812
| New | +$22.5M | 4.19% | 7 |
|
|
2022
Q2 | – | Sell |
-4,911
| Closed | -$1.7M | – | 131 |
|
|
2022
Q1 | $1.7M | Buy |
4,911
+1,814
| +59% | +$629K | 0.76% | 30 |
|
|
2021
Q4 | $1.13M | Buy |
3,097
+2,882
| +1,340% | +$1.05M | 0.52% | 48 |
|
|
2021
Q3 | $73K | Buy |
215
+143
| +199% | +$48.6K | 0.04% | 200 |
|
|
2021
Q2 | $25K | Hold |
72
| – | – | 0.01% | 324 |
|
|
2021
Q1 | $24K | Sell |
72
-291
| -80% | -$97K | 0.01% | 337 |
|
|
2020
Q4 | $111K | Sell |
363
-31
| -8% | -$9.48K | 0.07% | 141 |
|
|
2020
Q3 | $109K | Buy |
394
+291
| +283% | +$80.5K | 0.09% | 135 |
|
|
2020
Q2 | $27K | Buy |
+103
| New | +$27K | 0.02% | 282 |
|