Avantax Planning Partners’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 | $498K | Sell |
1,130
-105
| -9% | -$46.3K | 0.02% | 266 |
|
|
2025
Q1 | $519K | Buy |
+1,235
| New | +$519K | 0.02% | 253 |
|
|
2020
Q4 | – | Sell |
-1,350
| Closed | -$375K | – | 295 |
|
|
2020
Q3 | $375K | Buy |
1,350
+47
| +4% | +$13.1K | 0.02% | 209 |
|
|
2020
Q2 | $336K | Hold |
1,303
| – | – | 0.02% | 206 |
|
|
2020
Q1 | $286K | Hold |
1,303
| – | – | 0.02% | 210 |
|
|
2019
Q4 | $371K | Hold |
1,303
| – | – | 0.02% | 204 |
|
|
2019
Q3 | $351K | Hold |
1,303
| – | – | 0.02% | 213 |
|
|
2019
Q2 | $349K | Sell |
1,303
-50
| -4% | -$13.4K | 0.02% | 213 |
|
|
2019
Q1 | $350K | Hold |
1,353
| – | – | 0.02% | 212 |
|
|
2018
Q4 | $315K | Hold |
1,353
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $358K | Hold |
1,353
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $328K | Hold |
1,353
| – | – | 0.03% | 172 |
|
|
2018
Q1 | $327K | Buy |
1,353
+53
| +4% | +$12.8K | 0.03% | 218 |
|
|
2017
Q4 | $322K | Hold |
1,300
| – | – | 0.03% | 221 |
|
|
2017
Q3 | $291K | Sell |
1,300
-87
| -6% | -$19.5K | 0.02% | 280 |
|
|
2017
Q2 | $296K | Buy |
1,387
+87
| +7% | +$18.6K | 0.02% | 256 |
|
|
2017
Q1 | $268K | Sell |
1,300
-192
| -13% | -$39.6K | 0.02% | 259 |
|
|
2016
Q4 | $295K | Buy |
+1,492
| New | +$295K | 0.03% | 230 |
|