Bell 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 | $97.2K | Hold |
221
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $92.6K | Hold |
221
| – | – | 0.02% | 150 |
|
|
2024
Q4 | $93.9K | Hold |
221
| – | – | 0.02% | 149 |
|
|
2024
Q3 | $93.3K | Hold |
221
| – | – | 0.02% | 151 |
|
|
2024
Q2 | $86.3K | Hold |
221
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $87.7K | Sell |
221
-13
| -6% | -$5.16K | 0.02% | 149 |
|
|
2023
Q4 | $88K | Buy |
234
+23
| +11% | +$8.65K | 0.02% | 144 |
|
|
2023
Q3 | $70.5K | Hold |
211
| – | – | 0.02% | 148 |
|
|
2023
Q2 | $72.4K | Hold |
211
| – | – | 0.02% | 137 |
|
|
2023
Q1 | $70K | Hold |
211
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $69.8K | Hold |
211
| – | – | 0.02% | 129 |
|
|
2022
Q3 | $60K | Hold |
211
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $65K | Buy |
+211
| New | +$65K | 0.02% | 109 |
|
|
2021
Q4 | $76K | Buy |
209
+1
| +0.5% | +$364 | 0.02% | 121 |
|
|
2021
Q3 | $70K | Buy |
+208
| New | +$70K | 0.02% | 116 |
|