BOK Financial Private Wealth’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 | $178K | Buy |
402
+16
| +4% | +$7.07K | 0.01% | 179 |
|
|
2025
Q1 | $162K | Hold |
386
| – | – | 0.01% | 183 |
|
|
2024
Q4 | $165K | Hold |
386
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $164K | Hold |
386
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $151K | Hold |
386
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $154K | Hold |
386
| – | – | 0.01% | 182 |
|
|
2023
Q4 | $146K | Hold |
386
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $130K | Hold |
386
| – | – | 0.01% | 177 |
|
|
2023
Q2 | $133K | Sell |
386
-223
| -37% | -$76.9K | 0.01% | 175 |
|
|
2023
Q1 | $203K | Hold |
609
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $202K | Hold |
609
| – | – | 0.02% | 155 |
|
|
2022
Q3 | $175K | Hold |
609
| – | – | 0.02% | 177 |
|
|
2022
Q2 | $188K | Hold |
609
| – | – | 0.02% | 176 |
|
|
2022
Q1 | $211K | Buy |
+609
| New | +$211K | 0.02% | 293 |
|
|
2020
Q2 | – | Sell |
-1,063
| Closed | -$233K | – | 166 |
|
|
2020
Q1 | $233K | Sell |
1,063
-8
| -0.7% | -$1.75K | 0.03% | 162 |
|
|
2019
Q4 | $305K | Buy |
+1,071
| New | +$305K | 0.03% | 154 |
|