B. Riley Wealth Advisors’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
Q2 | $2.76M | Buy |
+6,255
| New | +$2.76M | 0.13% | 159 |
|
|
2024
Q4 | $4.51M | Sell |
10,557
-1,386
| -12% | -$591K | 0.15% | 149 |
|
|
2024
Q3 | $5.06M | Sell |
11,943
-998
| -8% | -$423K | 0.14% | 157 |
|
|
2024
Q2 | $5.07M | Sell |
12,941
-3,297
| -20% | -$1.29M | 0.13% | 163 |
|
|
2024
Q1 | $5.45M | Buy |
16,238
+951
| +6% | +$319K | 0.15% | 149 |
|
|
2023
Q4 | $5.77M | Sell |
15,287
-951
| -6% | -$359K | 0.16% | 147 |
|
|
2023
Q3 | $5.45M | Buy |
16,238
+523
| +3% | +$176K | 0.15% | 149 |
|
|
2023
Q2 | $5.42M | Sell |
15,715
-5,438
| -26% | -$1.87M | 0.12% | 173 |
|
|
2023
Q1 | $7.05M | Buy |
21,153
+520
| +3% | +$173K | 0.19% | 121 |
|
|
2022
Q4 | $6.85M | Buy |
20,633
+1,398
| +7% | +$464K | 0.19% | 124 |
|
|
2022
Q3 | $5.53M | Buy |
19,235
+13,923
| +262% | +$4M | 0.17% | 137 |
|
|
2022
Q2 | $1.64M | Sell |
5,312
-578
| -10% | -$178K | 0.07% | 286 |
|
|
2022
Q1 | $2.04M | Sell |
5,890
-1,039
| -15% | -$360K | 0.07% | 299 |
|
|
2021
Q4 | $2.52M | Sell |
6,929
-561
| -7% | -$204K | 0.07% | 295 |
|
|
2021
Q3 | $2.53M | Buy |
7,490
+1,405
| +23% | +$475K | 0.08% | 279 |
|
|
2021
Q2 | $2.1M | Sell |
6,085
-3,036
| -33% | -$1.05M | 0.07% | 321 |
|
|
2021
Q1 | $3.01M | Buy |
9,121
+3,123
| +52% | +$1.03M | 0.11% | 213 |
|
|
2020
Q4 | $1.83M | Sell |
5,998
-700
| -10% | -$214K | 0.1% | 216 |
|
|
2020
Q3 | $1.85M | Sell |
6,698
-2,908
| -30% | -$803K | 0.1% | 212 |
|
|
2020
Q2 | $2.48M | Buy |
9,606
+354
| +4% | +$91.3K | 0.17% | 143 |
|
|
2020
Q1 | $2.03M | Buy |
9,252
+4,176
| +82% | +$915K | 0.17% | 137 |
|
|
2019
Q4 | $1.45M | Buy |
5,076
+174
| +4% | +$49.6K | 0.12% | 187 |
|
|
2019
Q3 | $1.32M | Buy |
4,902
+716
| +17% | +$193K | 0.13% | 174 |
|
|
2019
Q2 | $1.11M | Sell |
4,186
-248
| -6% | -$65.9K | 0.12% | 188 |
|
|
2019
Q1 | $1.15M | Buy |
4,434
+539
| +14% | +$140K | 0.14% | 162 |
|
|
2018
Q4 | $909K | Sell |
3,895
-194
| -5% | -$45.3K | 0.13% | 169 |
|
|
2018
Q3 | $1.08M | Sell |
4,089
-1,716
| -30% | -$454K | 0.13% | 174 |
|
|
2018
Q2 | $1.41M | Sell |
5,805
-268
| -4% | -$65K | 0.19% | 131 |
|
|
2018
Q1 | $1.47M | Buy |
6,073
+4,263
| +236% | +$1.03M | 0.21% | 119 |
|
|
2017
Q4 | $448K | Buy |
1,810
+175
| +11% | +$43.3K | 0.06% | 341 |
|
|
2017
Q3 | $366K | Sell |
1,635
-110
| -6% | -$24.6K | 0.06% | 331 |
|
|
2017
Q2 | $372K | Sell |
1,745
-346
| -17% | -$73.8K | 0.07% | 313 |
|
|
2017
Q1 | $432K | Sell |
2,091
-151
| -7% | -$31.2K | 0.09% | 262 |
|
|
2016
Q4 | $443K | Sell |
2,242
-372
| -14% | -$73.5K | 0.09% | 252 |
|
|
2016
Q3 | $478K | Sell |
2,614
-24
| -0.9% | -$4.39K | 0.09% | 275 |
|
|
2016
Q2 | $473K | Sell |
2,638
-328
| -11% | -$58.8K | 0.09% | 263 |
|
|
2016
Q1 | $524K | Sell |
2,966
-365
| -11% | -$64.5K | 0.12% | 213 |
|
|
2015
Q4 | $580K | Buy |
3,331
+193
| +6% | +$33.6K | 0.12% | 209 |
|
|
2015
Q3 | $512K | Buy |
3,138
+1,377
| +78% | +$225K | 0.12% | 227 |
|
|
2015
Q2 | $311K | Sell |
1,761
-660
| -27% | -$117K | 0.08% | 320 |
|
|
2015
Q1 | $430K | Buy |
2,421
+979
| +68% | +$174K | 0.1% | 258 |
|
|
2014
Q4 | $256 | Buy |
1,442
+202
| +16% | +$36 | 0.01% | 1235 |
|
|
2014
Q3 | $211K | Sell |
1,240
-218
| -15% | -$37.1K | 0.05% | 494 |
|
|
2014
Q2 | $245K | Buy |
1,458
+236
| +19% | +$39.6K | 0.06% | 382 |
|
|
2014
Q1 | $201K | Sell |
1,222
-25
| -2% | -$4.11K | 0.06% | 387 |
|
|
2013
Q4 | $206K | Buy |
+1,247
| New | +$206K | 0.07% | 335 |
|
|
2013
Q3 | – | Sell |
-1,235
| Closed | -$183K | – | 684 |
|
|
2013
Q2 | $183K | Buy |
+1,235
| New | +$183K | 0.06% | 363 |
|