Bedell Frazier Investment Counselling’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 | $317K | Sell |
719
-13
| -2% | -$5.73K | 0.08% | 91 |
|
|
2025
Q1 | $307K | Sell |
732
-400
| -35% | -$168K | 0.08% | 88 |
|
|
2024
Q4 | $482K | Hold |
1,132
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $479K | Sell |
1,132
-91
| -7% | -$38.5K | 0.11% | 80 |
|
|
2024
Q2 | $478K | Sell |
1,223
-74
| -6% | -$28.9K | 0.12% | 79 |
|
|
2024
Q1 | $516K | Sell |
1,297
-35
| -3% | -$13.9K | 0.13% | 77 |
|
|
2023
Q4 | $502K | Sell |
1,332
-46
| -3% | -$17.3K | 0.14% | 70 |
|
|
2023
Q3 | $462K | Sell |
1,378
-25
| -2% | -$8.37K | 0.14% | 72 |
|
|
2023
Q2 | $482K | Sell |
1,403
-2,719
| -66% | -$935K | 0.14% | 68 |
|
|
2023
Q1 | $1.37M | Sell |
4,122
-900
| -18% | -$299K | 0.4% | 47 |
|
|
2022
Q4 | $1.66M | Buy |
5,022
+2,728
| +119% | +$904K | 0.44% | 47 |
|
|
2022
Q3 | $659K | Buy |
2,294
+161
| +8% | +$46.3K | 0.19% | 66 |
|
|
2022
Q2 | $657K | Buy |
2,133
+93
| +5% | +$28.6K | 0.2% | 51 |
|
|
2022
Q1 | $708K | Sell |
2,040
-205
| -9% | -$71.1K | 0.18% | 59 |
|
|
2021
Q4 | $816K | Buy |
2,245
+1,353
| +152% | +$492K | 0.2% | 63 |
|
|
2021
Q3 | $302K | Buy |
+892
| New | +$302K | 0.08% | 83 |
|