BigSur Wealth Management’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
Q3 | $2.87M | Buy |
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|
2025
Q2 | $2.7M | Hold |
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|
2025
Q1 | $2.57M | Sell |
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|
2024
Q4 | $2.65M | Hold |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.74M | Hold |
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|
2023
Q4 | $2.6M | Hold |
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|
2023
Q3 | $2.31M | Hold |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $4.43M | Sell |
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|
2022
Q4 | $4.61M | Hold |
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|
2022
Q3 | $4M | Hold |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $5.7M | Hold |
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|
2021
Q4 | $5.96M | Hold |
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|
2021
Q3 | $5.55M | Sell |
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|
2021
Q2 | $7.49M | Buy |
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|
2021
Q1 | $6.5M | Buy |
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|
2020
Q4 | $2.51M | Hold |
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|
2020
Q3 | $2.28M | Sell |
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|
2020
Q2 | $3.32M | Hold |
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|
2020
Q1 | $2.83M | Sell |
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|
2019
Q4 | $3.7M | Hold |
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|
2019
Q3 | $3.49M | Hold |
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|
2019
Q2 | $3.47M | Sell |
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|
2019
Q1 | $4.03M | Hold |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | $4.08M | Hold |
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|
2018
Q2 | $3.74M | Sell |
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|
2018
Q1 | $3.77M | Hold |
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|
2017
Q4 | $3.87M | Sell |
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|
2017
Q3 | $3.61M | Sell |
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|
2017
Q2 | $3.58M | Hold |
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|
2017
Q1 | $3.4M | Sell |
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|
2016
Q4 | $3.31M | Buy |
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