BWM
BNC Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Sell |
657
-31
| -5% | -$13.7K | 0.09% | 75 |
|
|
2025
Q1 | $289K | Sell |
688
-17
| -2% | -$7.14K | 0.1% | 76 |
|
|
2024
Q4 | $300K | Sell |
705
-98
| -12% | -$41.7K | 0.1% | 76 |
|
|
2024
Q3 | $340K | Sell |
803
-222
| -22% | -$94K | 0.13% | 71 |
|
|
2024
Q2 | $401K | Sell |
1,025
-101
| -9% | -$39.5K | 0.15% | 70 |
|
|
2024
Q1 | $448K | Sell |
1,126
-144
| -11% | -$57.3K | 0.19% | 69 |
|
|
2023
Q4 | $479K | Sell |
1,270
-7
| -0.5% | -$2.64K | 0.23% | 68 |
|
|
2023
Q3 | $428K | Buy |
1,277
+10
| +0.8% | +$3.35K | 0.23% | 66 |
|
|
2023
Q2 | $436K | Hold |
1,267
| – | – | 0.23% | 66 |
|
|
2023
Q1 | $421K | Buy |
1,267
+1
| +0.1% | +$333 | 0.24% | 76 |
|
|
2022
Q4 | $420K | Hold |
1,266
| – | – | 0.25% | 77 |
|
|
2022
Q3 | $364K | Buy |
1,266
+1
| +0.1% | +$288 | 0.22% | 77 |
|
|
2022
Q2 | $389K | Hold |
1,265
| – | – | 0.2% | 80 |
|
|
2022
Q1 | $439K | Sell |
1,265
-13
| -1% | -$4.51K | 0.22% | 73 |
|
|
2021
Q4 | $464K | Buy |
+1,278
| New | +$464K | 0.22% | 72 |
|