Capital Advisors Inc’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 | $735K | Sell |
1,668
-35
| -2% | -$15.4K | 0.01% | 171 |
|
|
2025
Q1 | $715K | Sell |
1,703
-19
| -1% | -$7.98K | 0.01% | 165 |
|
|
2024
Q4 | $733K | Buy |
1,722
+49
| +3% | +$20.8K | 0.01% | 160 |
|
|
2024
Q3 | $708K | Hold |
1,673
| – | – | 0.01% | 171 |
|
|
2024
Q2 | $654K | Hold |
1,673
| – | – | 0.01% | 171 |
|
|
2024
Q1 | $665K | Sell |
1,673
-38
| -2% | -$15.1K | 0.01% | 176 |
|
|
2023
Q4 | $645K | Sell |
1,711
-17
| -1% | -$6.41K | 0.01% | 184 |
|
|
2023
Q3 | $579K | Buy |
1,728
+353
| +26% | +$118K | 0.02% | 164 |
|
|
2023
Q2 | $473K | Hold |
1,375
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $457K | Sell |
1,375
-31
| -2% | -$10.3K | 0.01% | 174 |
|
|
2022
Q4 | $466K | Sell |
1,406
-246
| -15% | -$81.5K | 0.01% | 175 |
|
|
2022
Q3 | $490K | Buy |
1,652
+396
| +32% | +$117K | 0.02% | 169 |
|
|
2022
Q2 | $387K | Buy |
1,256
+200
| +19% | +$61.6K | 0.01% | 182 |
|
|
2022
Q1 | $366K | Buy |
+1,056
| New | +$366K | 0.01% | 192 |
|