BWAM
Boyd Watterson Asset 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 | $235K | Hold |
533
| – | – | 0.07% | 125 |
|
|
2025
Q1 | $224K | Hold |
533
| – | – | 0.07% | 127 |
|
|
2024
Q4 | $227K | Hold |
533
| – | – | 0.06% | 127 |
|
|
2024
Q3 | $226K | Hold |
533
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $208K | Hold |
533
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $212K | Hold |
533
| – | – | 0.08% | 121 |
|
|
2023
Q4 | $201K | Hold |
533
| – | – | 0.08% | 124 |
|
|
2023
Q3 | $179K | Hold |
533
| – | – | 0.08% | 123 |
|
|
2023
Q2 | $183K | Hold |
533
| – | – | 0.07% | 125 |
|
|
2023
Q1 | $177K | Hold |
533
| – | – | 0.07% | 132 |
|
|
2022
Q4 | $177K | Buy |
+533
| New | +$177K | 0.07% | 133 |
|
|
2021
Q3 | – | Sell |
-616
| Closed | -$212K | – | 149 |
|
|
2021
Q2 | $212K | Hold |
616
| – | – | 0.09% | 143 |
|
|
2021
Q1 | $203K | Sell |
616
-540
| -47% | -$178K | 0.09% | 143 |
|
|
2020
Q4 | $353K | Hold |
1,156
| – | – | 0.17% | 112 |
|
|
2020
Q3 | $321K | Hold |
1,156
| – | – | 0.18% | 104 |
|
|
2020
Q2 | $298K | Buy |
+1,156
| New | +$298K | 0.2% | 92 |
|