Avantax Advisory Services’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 | $24.8M | Buy |
56,270
+4,465
| +9% | +$1.97M | 0.14% | 113 |
|
|
2025
Q1 | $21.8M | Buy |
51,805
+1,374
| +3% | +$577K | 0.13% | 124 |
|
|
2024
Q4 | $21.5M | Buy |
50,431
+1,504
| +3% | +$640K | 0.13% | 114 |
|
|
2024
Q3 | $20.7M | Buy |
48,927
+1,585
| +3% | +$671K | 0.14% | 115 |
|
|
2024
Q2 | $18.5M | Buy |
47,342
+1,338
| +3% | +$523K | 0.13% | 116 |
|
|
2024
Q1 | $18.3M | Buy |
46,004
+1,037
| +2% | +$412K | 0.16% | 100 |
|
|
2023
Q4 | $16.9M | Sell |
44,967
-103
| -0.2% | -$38.8K | 0.17% | 102 |
|
|
2023
Q3 | $15.1M | Buy |
45,070
+8,721
| +24% | +$2.92M | 0.17% | 102 |
|
|
2023
Q2 | $12.5M | Buy |
36,349
+503
| +1% | +$173K | 0.14% | 118 |
|
|
2023
Q1 | $11.9M | Buy |
35,846
+1,842
| +5% | +$613K | 0.15% | 115 |
|
|
2022
Q4 | $11.3M | Buy |
34,004
+915
| +3% | +$303K | 0.15% | 118 |
|
|
2022
Q3 | $9.51M | Buy |
33,089
+412
| +1% | +$118K | 0.15% | 112 |
|
|
2022
Q2 | $10.1M | Sell |
32,677
-8,575
| -21% | -$2.64M | 0.15% | 103 |
|
|
2022
Q1 | $14.3M | Buy |
41,252
+11,145
| +37% | +$3.86M | 0.2% | 81 |
|
|
2021
Q4 | $10.9M | Buy |
30,107
+268
| +0.9% | +$97.4K | 0.16% | 99 |
|
|
2021
Q3 | $10.1M | Buy |
29,839
+1,775
| +6% | +$600K | 0.17% | 97 |
|
|
2021
Q2 | $9.68M | Buy |
28,064
+366
| +1% | +$126K | 0.18% | 95 |
|
|
2021
Q1 | $9.15M | Buy |
27,698
+1,654
| +6% | +$546K | 0.2% | 90 |
|
|
2020
Q4 | $7.96M | Sell |
26,044
-21,237
| -45% | -$6.49M | 0.19% | 90 |
|
|
2020
Q3 | $13.1M | Buy |
47,281
+22,991
| +95% | +$6.39M | 0.21% | 83 |
|
|
2020
Q2 | $6.27M | Buy |
24,290
+121
| +0.5% | +$31.2K | 0.18% | 89 |
|
|
2020
Q1 | $5.3M | Buy |
24,169
+3,640
| +18% | +$799K | 0.16% | 96 |
|
|
2019
Q4 | $5.86M | Buy |
20,529
+15,539
| +311% | +$4.43M | 0.14% | 101 |
|
|
2019
Q3 | $1.34M | Buy |
4,990
+305
| +7% | +$82.1K | 0.05% | 173 |
|
|
2019
Q2 | $1.25M | Buy |
4,685
+2,363
| +102% | +$628K | 0.05% | 163 |
|
|
2019
Q1 | $602K | Sell |
2,322
-1,669
| -42% | -$433K | 0.03% | 249 |
|
|
2018
Q4 | $933K | Buy |
+3,991
| New | +$933K | 0.16% | 137 |
|