Badgley Phelps Wealth Managers’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $306K | Sell |
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|
2025
Q4 | $391K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $332K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $309K | Buy |
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