Bogart Wealth LLC’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Sell |
342
-139
| -29% | -$67.3K | 0.01% | 294 |
|
|
2025
Q4 | $231K | Buy |
481
+1
| +0.2% | +$473 | 0.01% | 241 |
|
|
2025
Q3 | $222K | Buy |
480
+58
| +14% | +$26.1K | 0.01% | 234 |
|
|
2025
Q2 | $186K | Buy |
422
+169
| +67% | +$70.1K | 0.01% | 247 |
|
|
2025
Q1 | $106K | Buy |
253
+1
| +0.4% | +$432 | 0.01% | 304 |
|
|
2024
Q4 | $107K | Hold |
252
| – | – | 0.01% | 308 |
|
|
2024
Q3 | $107K | Hold |
252
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $98.4K | Buy |
252
+1
| +0.4% | +$388 | 0.01% | 301 |
|
|
2024
Q1 | $100K | Sell |
251
-4
| -2% | -$1.54K | 0.01% | 285 |
|
|
2023
Q4 | $96.2K | Sell |
255
-18
| -7% | -$6.29K | 0.01% | 275 |
|
|
2023
Q3 | $91.5K | Buy |
273
+25
| +10% | +$8.67K | 0.01% | 262 |
|
|
2023
Q2 | $85.2K | Buy |
248
+2
| +0.8% | +$673 | 0.01% | 257 |
|
|
2023
Q1 | $81.7K | Buy |
246
+51
| +26% | +$16.9K | 0.01% | 251 |
|
|
2022
Q4 | $64.5K | Buy |
195
+18
| +10% | +$5.85K | ﹤0.01% | 276 |
|
|
2022
Q3 | $51K | Buy |
177
+127
| +254% | +$40.4K | ﹤0.01% | 295 |
|
|
2022
Q2 | $15K | Hold |
50
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $17K | Sell |
50
-100
| -67% | -$34.7K | ﹤0.01% | 409 |
|
|
2021
Q4 | $54K | Hold |
150
| – | – | ﹤0.01% | 253 |
|
|
2021
Q3 | $51K | Buy |
150
+100
| +200% | +$34.9K | 0.01% | 247 |
|
|
2021
Q2 | $17K | Hold |
50
| – | – | ﹤0.01% | 363 |
|
|
2021
Q1 | $17K | Hold |
50
| – | – | ﹤0.01% | 346 |
|
|
2020
Q4 | $15K | Hold |
50
| – | – | ﹤0.01% | 287 |
|
|
2020
Q3 | $13K | Hold |
50
| – | – | ﹤0.01% | 279 |
|
|
2020
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 265 |
|
|
2020
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 257 |
|
|
2019
Q4 | $14K | Hold |
50
| – | – | ﹤0.01% | 256 |
|
|
2019
Q3 | $13K | Hold |
50
| – | – | 0.01% | 238 |
|
|
2019
Q2 | $13K | Hold |
50
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $12K | Hold |
50
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $11K | Hold |
50
| – | – | 0.01% | 232 |
|
|
2018
Q3 | $13K | Hold |
50
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $12K | Buy |
+50
| New | +$12.3K | 0.01% | 228 |
|
Other funds holding DIA
