Atria Wealth Solutions’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 | $11.1M | Sell |
25,074
-9,276
| -27% | -$4.1M | 0.25% | 88 |
|
|
2025
Q1 | $14.4M | Sell |
34,350
-18,177
| -35% | -$7.64M | 0.17% | 129 |
|
|
2024
Q4 | $22.4M | Buy |
52,527
+19,702
| +60% | +$8.4M | 0.24% | 86 |
|
|
2024
Q3 | $13.9M | Sell |
32,825
-2,957
| -8% | -$1.25M | 0.15% | 140 |
|
|
2024
Q2 | $14M | Sell |
35,782
-1,741
| -5% | -$682K | 0.15% | 138 |
|
|
2024
Q1 | $15M | Buy |
37,523
+8,996
| +32% | +$3.58M | 0.17% | 130 |
|
|
2023
Q4 | $10.8M | Sell |
28,527
-4,178
| -13% | -$1.58M | 0.13% | 158 |
|
|
2023
Q3 | $11M | Sell |
32,705
-608
| -2% | -$204K | 0.15% | 142 |
|
|
2023
Q2 | $11.5M | Sell |
33,313
-17,477
| -34% | -$6.02M | 0.16% | 136 |
|
|
2023
Q1 | $16.9M | Buy |
50,790
+14,008
| +38% | +$4.67M | 0.25% | 87 |
|
|
2022
Q4 | $12.2M | Buy |
36,782
+5,046
| +16% | +$1.67M | 0.2% | 116 |
|
|
2022
Q3 | $9.13M | Sell |
31,736
-269
| -0.8% | -$77.4K | 0.16% | 140 |
|
|
2022
Q2 | $9.87M | Buy |
32,005
+5,214
| +19% | +$1.61M | 0.19% | 116 |
|
|
2022
Q1 | $9.31M | Buy |
+26,791
| New | +$9.31M | 0.15% | 135 |
|