Caldwell Trust’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Sell |
7,290
-100
|
|
||||
|
2025
Q1 | $3.1M | Sell |
7,390
-222
|
|
||||
|
2024
Q4 | $3.24M | Sell |
7,612
-204
|
|
||||
|
2024
Q3 | $3.31M | Sell |
7,816
-77
|
|
||||
|
2024
Q2 | $3.09M | Sell |
7,893
-343
|
|
||||
|
2024
Q1 | $3.28M | Sell |
8,236
-4
|
|
||||
|
2023
Q4 | $3.11M | Sell |
8,240
-32
|
|
||||
|
2023
Q3 | $2.77M | Sell |
8,272
-561
|
|
||||
|
2023
Q2 | $3.04M | Sell |
8,833
-72
|
|
||||
|
2023
Q1 | $2.96M | Sell |
8,905
-46
|
|
||||
|
2022
Q4 | $2.97M | Sell |
8,951
-138
|
|
||||
|
2022
Q3 | $2.61M | Sell |
9,089
-100
|
|
||||
|
2022
Q2 | $2.83M | Buy |
9,189
+20
|
|
||||
|
2022
Q1 | $3.18M | Buy |
9,169
+5
|
|
||||
|
2021
Q4 | $3.33M | Buy |
9,164
+30
|
|
||||
|
2021
Q3 | $3.09M | Buy |
9,134
+80
|
|
||||
|
2021
Q2 | $3.12M | Buy |
9,054
+85
|
|
||||
|
2021
Q1 | $2.96M | Buy |
8,969
+15
|
|
||||
|
2020
Q4 | $2.74M | Hold |
8,954
|
|
||||
|
2020
Q3 | $2.48M | Sell |
8,954
-1,007
|
|
||||
|
2020
Q2 | $2.57M | Sell |
9,961
-25
|
|
||||
|
2020
Q1 | $2.19M | Buy |
9,986
+39
|
|
||||
|
2019
Q4 | $2.84M | Buy |
+9,947
|
|