Beaird Harris Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.5K | Sell |
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|
2025
Q1 | $29.8K | Hold |
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|
2024
Q4 | $30.2K | Buy |
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|
2024
Q3 | $21.6K | Sell |
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|
2024
Q2 | $25.5K | Hold |
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|
2024
Q1 | $25.9K | Buy |
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|
2023
Q4 | $5.27K | Hold |
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|
2023
Q3 | $4.66K | Hold |
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|
2023
Q2 | $4.76K | Hold |
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|
2023
Q1 | $4.58K | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $5K | Buy |
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