Belpointe Asset 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 | $436K | Hold |
989
| – | – | 0.02% | 620 |
|
|
2025
Q1 | $415K | Sell |
989
-8,025
| -89% | -$3.37M | 0.02% | 617 |
|
|
2024
Q4 | $3.75M | Sell |
9,014
-7,181
| -44% | -$2.99M | 0.23% | 88 |
|
|
2024
Q3 | $6.85M | Buy |
16,195
+15,290
| +1,690% | +$6.47M | 0.41% | 40 |
|
|
2024
Q2 | $354K | Sell |
905
-8,817
| -91% | -$3.45M | 0.02% | 539 |
|
|
2024
Q1 | $3.87M | Buy |
9,722
+7,264
| +296% | +$2.89M | 0.29% | 63 |
|
|
2023
Q4 | $926K | Sell |
2,458
-104
| -4% | -$39.2K | 0.08% | 227 |
|
|
2023
Q3 | $858K | Sell |
2,562
-8,465
| -77% | -$2.84M | 0.09% | 219 |
|
|
2023
Q2 | $3.79M | Buy |
11,027
+8,988
| +441% | +$3.09M | 0.4% | 46 |
|
|
2023
Q1 | $678K | Sell |
2,039
-8,135
| -80% | -$2.71M | 0.04% | 443 |
|
|
2022
Q4 | $3.21M | Sell |
10,174
-1,668
| -14% | -$526K | 0.19% | 94 |
|
|
2022
Q3 | $3.4M | Sell |
11,842
-1,422
| -11% | -$409K | 0.23% | 82 |
|
|
2022
Q2 | $3.93M | Buy |
13,264
+108
| +0.8% | +$32K | 0.26% | 70 |
|
|
2022
Q1 | $4.56M | Buy |
13,156
+1,543
| +13% | +$535K | 0.28% | 60 |
|
|
2021
Q4 | $4.22M | Buy |
11,613
+1,586
| +16% | +$576K | 0.26% | 82 |
|
|
2021
Q3 | $3.39M | Buy |
10,027
+2,567
| +34% | +$869K | 0.23% | 87 |
|
|
2021
Q2 | $2.57M | Buy |
7,460
+3,327
| +80% | +$1.15M | 0.19% | 119 |
|
|
2021
Q1 | $1.36M | Sell |
4,133
-4,327
| -51% | -$1.43M | 0.12% | 189 |
|
|
2020
Q4 | $2.59M | Buy |
8,460
+8,097
| +2,231% | +$2.48M | 0.23% | 93 |
|
|
2020
Q3 | $101K | Buy |
+363
| New | +$101K | 0.01% | 769 |
|
|
2020
Q2 | – | Sell |
-9,681
| Closed | -$2.12M | – | 740 |
|
|
2020
Q1 | $2.12M | Buy |
9,681
+6,128
| +172% | +$1.34M | 0.37% | 59 |
|
|
2019
Q4 | $1.01M | Buy |
3,553
+244
| +7% | +$69.6K | 0.13% | 178 |
|
|
2019
Q3 | $891K | Sell |
3,309
-120
| -3% | -$32.3K | 0.14% | 155 |
|
|
2019
Q2 | $912K | Buy |
3,429
+613
| +22% | +$163K | 0.18% | 126 |
|
|
2019
Q1 | $730K | Buy |
2,816
+14
| +0.5% | +$3.63K | 0.14% | 118 |
|
|
2018
Q4 | $653K | Sell |
2,802
-214
| -7% | -$49.9K | 0.17% | 135 |
|
|
2018
Q3 | $797K | Buy |
+3,016
| New | +$797K | 0.13% | 165 |
|
|
2018
Q1 | – | Sell |
-1,002
| Closed | -$248K | – | 377 |
|
|
2017
Q4 | $248K | Buy |
+1,002
| New | +$248K | 0.05% | 378 |
|