Bleakley Financial Group’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
Q1 | – | Sell |
-3,530
| Closed | -$1.5M | – | 627 |
|
|
2024
Q4 | $1.5M | Buy |
3,530
+1,248
| +55% | +$531K | 0.05% | 316 |
|
|
2024
Q3 | $965K | Sell |
2,282
-27
| -1% | -$11.4K | 0.03% | 413 |
|
|
2024
Q2 | $903K | Sell |
2,309
-1,313
| -36% | -$514K | 0.03% | 443 |
|
|
2024
Q1 | $1.44M | Buy |
3,622
+1,481
| +69% | +$589K | 0.04% | 351 |
|
|
2023
Q4 | $807K | Sell |
2,141
-4
| -0.2% | -$1.51K | 0.03% | 455 |
|
|
2023
Q3 | $718K | Sell |
2,145
-73
| -3% | -$24.4K | 0.03% | 455 |
|
|
2023
Q2 | $763K | Hold |
2,218
| – | – | 0.02% | 474 |
|
|
2023
Q1 | $738K | Sell |
2,218
-322
| -13% | -$107K | 0.02% | 468 |
|
|
2022
Q4 | $842K | Buy |
+2,540
| New | +$842K | 0.03% | 412 |
|