Bradley & Co Private Wealth Management’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
$441K Hold
1,000
0.27% 30
2025
Q1
$420K Hold
1,000
0.29% 29
2024
Q4
$426K Buy
+1,000
New +$426K 0.27% 25
2021
Q2
Sell
-28
Closed -$9K 169
2021
Q1
$9K Buy
+28
New +$9K 0.01% 144