BWP
Balboa Wealth Partners’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 | $2.16M | Sell |
4,910
-3,585
| -42% | -$1.58M | 0.43% | 48 |
|
|
2025
Q1 | $3.57M | Buy |
8,495
+534
| +7% | +$224K | 0.86% | 24 |
|
|
2024
Q4 | $3.39M | Buy |
7,961
+3,656
| +85% | +$1.56M | 0.77% | 24 |
|
|
2024
Q3 | $1.82M | Buy |
4,305
+944
| +28% | +$399K | 0.45% | 36 |
|
|
2024
Q2 | $1.31M | Sell |
3,361
-2,830
| -46% | -$1.11M | 0.35% | 52 |
|
|
2024
Q1 | $2.46M | Buy |
6,191
+3,231
| +109% | +$1.29M | 0.73% | 24 |
|
|
2023
Q4 | $1.12M | Sell |
2,960
-161
| -5% | -$60.7K | 0.37% | 47 |
|
|
2023
Q3 | $1.05M | Sell |
3,121
-1,759
| -36% | -$589K | 0.39% | 38 |
|
|
2023
Q2 | $1.68M | Buy |
4,880
+1,873
| +62% | +$644K | 0.59% | 28 |
|
|
2023
Q1 | $1M | Sell |
3,007
-3,170
| -51% | -$1.05M | 0.38% | 50 |
|
|
2022
Q4 | $2.05M | Buy |
6,177
+4,114
| +199% | +$1.36M | 0.92% | 17 |
|
|
2022
Q3 | $593K | Buy |
+2,063
| New | +$593K | 0.26% | 77 |
|