Beaird Harris 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 | $22.5K | Sell |
51
-20
| -28% | -$8.81K | ﹤0.01% | 319 |
|
|
2025
Q1 | $29.8K | Hold |
71
| – | – | ﹤0.01% | 270 |
|
|
2024
Q4 | $30.2K | Buy |
71
+20
| +39% | +$8.51K | ﹤0.01% | 277 |
|
|
2024
Q3 | $21.6K | Sell |
51
-14
| -22% | -$5.92K | ﹤0.01% | 287 |
|
|
2024
Q2 | $25.5K | Hold |
65
| – | – | ﹤0.01% | 281 |
|
|
2024
Q1 | $25.9K | Buy |
65
+51
| +364% | +$20.3K | ﹤0.01% | 255 |
|
|
2023
Q4 | $5.27K | Hold |
14
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $4.66K | Hold |
14
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $4.76K | Hold |
14
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $4.58K | Sell |
14
-619
| -98% | -$203K | ﹤0.01% | 324 |
|
|
2022
Q4 | $210K | Buy |
633
+619
| +4,421% | +$205K | 0.04% | 85 |
|
|
2022
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 354 |
|
|
2022
Q2 | – | Sell |
-14
| Closed | -$5K | – | 453 |
|
|
2022
Q1 | $5K | Buy |
14
+1
| +8% | +$357 | ﹤0.01% | 422 |
|
|
2021
Q4 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 469 |
|