Avantax Planning Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Buy |
|
|||||
|
2025
Q2 | $498K | Sell |
|
|||||
|
2025
Q1 | $519K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $375K | Buy |
|
|||||
|
2020
Q2 | $336K | Hold |
|
|||||
|
2020
Q1 | $286K | Hold |
|
|||||
|
2019
Q4 | $371K | Hold |
|
|||||
|
2019
Q3 | $351K | Hold |
|
|||||
|
2019
Q2 | $349K | Sell |
|
|||||
|
2019
Q1 | $350K | Hold |
|
|||||
|
2018
Q4 | $315K | Hold |
|
|||||
|
2018
Q3 | $358K | Hold |
|
|||||
|
2018
Q2 | $328K | Hold |
|
|||||
|
2018
Q1 | $327K | Buy |
|
|||||
|
2017
Q4 | $322K | Hold |
|
|||||
|
2017
Q3 | $291K | Sell |
|
|||||
|
2017
Q2 | $296K | Buy |
|
|||||
|
2017
Q1 | $268K | Sell |
|
|||||
|
2016
Q4 | $295K | Buy |
|