Caldwell Trust’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.37M | Sell |
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|
2025
Q2 | $3.21M | Sell |
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|
2025
Q1 | $3.1M | Sell |
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|
2024
Q4 | $3.24M | Sell |
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|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $3.09M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.04M | Sell |
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|
2023
Q1 | $2.96M | Sell |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $2.61M | Sell |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $3.09M | Buy |
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|
2021
Q2 | $3.12M | Buy |
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|
2021
Q1 | $2.96M | Buy |
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|
2020
Q4 | $2.74M | Hold |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $2.57M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $2.84M | Buy |
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