Avior Wealth 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
Q1 | – | Sell |
-175
| Closed | -$74.5K | – | 1144 |
|
|
2024
Q4 | $74.5K | Buy |
175
+4
| +2% | +$1.7K | ﹤0.01% | 996 |
|
|
2024
Q3 | $72.4K | Buy |
171
+41
| +32% | +$17.3K | ﹤0.01% | 991 |
|
|
2024
Q2 | $50.8K | Sell |
130
-18
| -12% | -$7.04K | ﹤0.01% | 1083 |
|
|
2024
Q1 | $58.9K | Buy |
148
+24
| +19% | +$9.55K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $46.7K | Hold |
124
| – | – | ﹤0.01% | 739 |
|
|
2023
Q3 | $41.5K | Buy |
124
+41
| +49% | +$13.7K | ﹤0.01% | 792 |
|
|
2023
Q2 | $28.5K | Hold |
83
| – | – | ﹤0.01% | 870 |
|
|
2023
Q1 | $27.6K | Sell |
83
-16
| -16% | -$5.32K | ﹤0.01% | 894 |
|
|
2022
Q4 | $32.8K | Hold |
99
| – | – | ﹤0.01% | 688 |
|
|
2022
Q3 | $28K | Buy |
99
+14
| +16% | +$3.96K | ﹤0.01% | 693 |
|
|
2022
Q2 | $26K | Sell |
85
-15
| -15% | -$4.59K | ﹤0.01% | 642 |
|
|
2022
Q1 | $34K | Hold |
100
| – | – | ﹤0.01% | 642 |
|
|
2021
Q4 | $36K | Buy |
100
+33
| +49% | +$11.9K | ﹤0.01% | 618 |
|
|
2021
Q3 | $22K | Hold |
67
| – | – | ﹤0.01% | 649 |
|
|
2021
Q2 | $23K | Hold |
67
| – | – | ﹤0.01% | 631 |
|
|
2021
Q1 | $22K | Hold |
67
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $20K | Hold |
67
| – | – | ﹤0.01% | 619 |
|
|
2020
Q3 | $18K | Hold |
67
| – | – | ﹤0.01% | 605 |
|
|
2020
Q2 | $17K | Buy |
+67
| New | +$17K | ﹤0.01% | 591 |
|
|
2020
Q1 | – | Sell |
-40
| Closed | -$11K | – | 799 |
|
|
2019
Q4 | $11K | Buy |
+40
| New | +$11K | ﹤0.01% | 594 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 395 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 363 |
|