Bedell Frazier Investment Counselling’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
$317K Sell
2025
Q1
$307K Sell
2024
Q4
$482K Hold
2024
Q3
$479K Sell
2024
Q2
$478K Sell
2024
Q1
$516K Sell
2023
Q4
$502K Sell
2023
Q3
$462K Sell
2023
Q2
$482K Sell
2023
Q1
$1.37M Sell
2022
Q4
$1.66M Buy
2022
Q3
$659K Buy
2022
Q2
$657K Buy
2022
Q1
$708K Sell
2021
Q4
$816K Buy
2021
Q3
$302K Buy