Axxcess Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Sell |
1,242
-830
| -40% | -$366K | 0.01% | 566 |
|
|
2025
Q1 | $870K | Sell |
2,072
-921
| -31% | -$387K | 0.02% | 426 |
|
|
2024
Q4 | $1.27M | Sell |
2,993
-4
| -0.1% | -$1.7K | 0.03% | 355 |
|
|
2024
Q3 | $1.27M | Buy |
2,997
+1,796
| +150% | +$760K | 0.03% | 342 |
|
|
2024
Q2 | $470K | Sell |
1,201
-4
| -0.3% | -$1.57K | 0.01% | 533 |
|
|
2024
Q1 | $479K | Buy |
1,205
+525
| +77% | +$209K | 0.01% | 544 |
|
|
2023
Q4 | $256K | Buy |
+680
| New | +$256K | 0.01% | 697 |
|
|
2023
Q1 | – | Sell |
-934
| Closed | -$310K | – | 645 |
|
|
2022
Q4 | $310K | Sell |
934
-635
| -40% | -$210K | 0.03% | 437 |
|
|
2022
Q3 | $451K | Sell |
1,569
-697
| -31% | -$200K | 0.04% | 332 |
|
|
2022
Q2 | $698K | Sell |
2,266
-882
| -28% | -$272K | 0.06% | 241 |
|
|
2022
Q1 | $1.09M | Buy |
3,148
+1,308
| +71% | +$454K | 0.09% | 199 |
|
|
2021
Q4 | $669K | Buy |
+1,840
| New | +$669K | 0.05% | 292 |
|