Bordeaux Wealth Advisors’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 | $501K | Sell |
1,137
-238
| -17% | -$105K | 0.06% | 88 |
|
|
2025
Q1 | $577K | Hold |
1,375
| – | – | 0.11% | 78 |
|
|
2024
Q4 | $585K | Hold |
1,375
| – | – | 0.09% | 78 |
|
|
2024
Q3 | $582K | Hold |
1,375
| – | – | 0.11% | 80 |
|
|
2024
Q2 | $538K | Hold |
1,375
| – | – | 0.1% | 77 |
|
|
2024
Q1 | $547K | Buy |
+1,375
| New | +$547K | 0.18% | 55 |
|