Badgley Phelps Wealth Managers’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 | – | Sell |
-790
| Closed | -$332K | – | 299 |
|
|
2025
Q1 | $332K | Buy |
+790
| New | +$332K | 0.01% | 246 |
|
|
2023
Q3 | – | Sell |
-851
| Closed | -$293K | – | 234 |
|
|
2023
Q2 | $293K | Hold |
851
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $283K | Hold |
851
| – | – | 0.01% | 184 |
|
|
2022
Q4 | $282K | Hold |
851
| – | – | 0.01% | 183 |
|
|
2022
Q3 | $244K | Hold |
851
| – | – | 0.01% | 176 |
|
|
2022
Q2 | $262K | Hold |
851
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $295K | Buy |
851
+1
| +0.1% | +$347 | 0.01% | 179 |
|
|
2021
Q4 | $309K | Buy |
+850
| New | +$309K | 0.01% | 179 |
|