Beacon Investment 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 | $269K | Buy |
613
+2
| +0.3% | +$877 | 0.12% | 140 |
|
|
2025
Q1 | $257K | Buy |
611
+3
| +0.5% | +$1.26K | 0.12% | 140 |
|
|
2024
Q4 | $259K | Buy |
608
+2
| +0.3% | +$852 | 0.12% | 136 |
|
|
2024
Q3 | $257K | Buy |
606
+2
| +0.3% | +$847 | 0.12% | 138 |
|
|
2024
Q2 | $236K | Buy |
604
+2
| +0.3% | +$783 | 0.12% | 137 |
|
|
2024
Q1 | $239K | Buy |
602
+3
| +0.5% | +$1.19K | 0.14% | 118 |
|
|
2023
Q4 | $226K | Buy |
+599
| New | +$226K | 0.14% | 115 |
|
|
2023
Q3 | – | Sell |
-593
| Closed | -$204K | – | 126 |
|
|
2023
Q2 | $204K | Buy |
+593
| New | +$204K | 0.14% | 120 |
|