Axxcess Wealth Management’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
Q2 | $547K | Sell |
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|
2025
Q1 | $870K | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $470K | Sell |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $310K | Sell |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $698K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $669K | Buy |
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