Avidian Wealth Enterprises’s State Street 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
2026
Q1
$260K Buy
2023
Q4
Sell
2023
Q3
$203K Sell
2023
Q2
$248K Sell
2023
Q1
$1.07M Sell
2022
Q4
$1.09M Buy
2022
Q3
$705K Buy
2022
Q2
$754K Buy
2022
Q1
$823K Sell
2021
Q4
$904K Buy
2021
Q3
$838K Buy
2021
Q2
$854K Sell
2021
Q1
$965K Sell
2020
Q4
$1.06M Sell
2020
Q3
$987K Hold
2020
Q2
$917K Buy
2020
Q1
$764K Sell
2019
Q4
$4.23M Buy
2019
Q3
$3.7M Buy