Capital Advisors Inc’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 | $773K | Hold |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $733K | Buy |
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|
2024
Q3 | $708K | Hold |
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|
2024
Q2 | $654K | Hold |
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|
2024
Q1 | $665K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $466K | Sell |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $366K | Buy |
|