Bartlett & Co Wealth Management’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 | $270K | Sell |
610
-100
| -14% | -$44.2K | ﹤0.01% | 407 |
|
|
2025
Q1 | $299K | Hold |
710
| – | – | ﹤0.01% | 395 |
|
|
2024
Q4 | $303K | Hold |
710
| – | – | ﹤0.01% | 392 |
|
|
2024
Q3 | $301K | Sell |
710
-10
| -1% | -$4.24K | ﹤0.01% | 398 |
|
|
2024
Q2 | $282K | Hold |
720
| – | – | ﹤0.01% | 407 |
|
|
2024
Q1 | $287K | Buy |
720
+36
| +5% | +$14.4K | ﹤0.01% | 411 |
|
|
2023
Q4 | $258K | Buy |
684
+84
| +14% | +$31.7K | ﹤0.01% | 438 |
|
|
2023
Q3 | $202K | Hold |
600
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $207K | Hold |
600
| – | – | ﹤0.01% | 449 |
|
|
2023
Q1 | $200K | Hold |
600
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $199K | Hold |
600
| – | – | ﹤0.01% | 387 |
|
|
2022
Q3 | $173K | Hold |
600
| – | – | ﹤0.01% | 393 |
|
|
2022
Q2 | $185K | Sell |
600
-60
| -9% | -$18.5K | ﹤0.01% | 384 |
|
|
2022
Q1 | $229K | Hold |
660
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $240K | Buy |
660
+400
| +154% | +$146K | ﹤0.01% | 370 |
|
|
2021
Q3 | $88.1K | Hold |
260
| – | – | ﹤0.01% | 434 |
|
|
2021
Q2 | $89.8K | Hold |
260
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $86K | Hold |
260
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $79.7K | Hold |
260
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $72.3K | Hold |
260
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $67K | Hold |
260
| – | – | ﹤0.01% | 446 |
|
|
2020
Q1 | $57K | Hold |
260
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $74.1K | Hold |
260
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $70K | Buy |
+260
| New | +$70K | ﹤0.01% | 455 |
|