Avalon Capital Management’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 | $269K | Hold |
611
| – | – | 0.07% | 109 |
|
|
2025
Q1 | $257K | Hold |
611
| – | – | 0.07% | 112 |
|
|
2024
Q4 | $260K | Buy |
611
+45
| +8% | +$19.1K | 0.08% | 111 |
|
|
2024
Q3 | $239K | Sell |
566
-351
| -38% | -$149K | 0.07% | 115 |
|
|
2024
Q2 | $359K | Buy |
+917
| New | +$359K | 0.11% | 89 |
|
|
2016
Q1 | – | Sell |
-9,500
| Closed | -$1.65M | – | 74 |
|
|
2015
Q4 | $1.65M | Buy |
+9,500
| New | +$1.65M | 1.49% | 30 |
|