Capital Advisors Ltd’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
Q2 | $2.51M | Hold |
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|
2025
Q1 | $2.39M | Hold |
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|
2024
Q4 | $2.42M | Hold |
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|
2024
Q3 | $2.41M | Hold |
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|
2024
Q2 | $2.23M | Sell |
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|
2024
Q1 | $2.27M | Hold |
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|
2023
Q4 | $2.16M | Hold |
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|
2023
Q3 | $1.92M | Hold |
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|
2023
Q2 | $1.97M | Hold |
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|
2023
Q1 | $1.9M | Hold |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | $1.64M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $1.98M | Hold |
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|
2021
Q4 | $2.08M | Hold |
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|
2021
Q3 | $1.94M | Hold |
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|
2021
Q2 | $1.97M | Hold |
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|
2021
Q1 | $1.89M | Hold |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.59M | Hold |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.25M | Hold |
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|
2019
Q4 | $1.63M | Hold |
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|
2019
Q3 | $1.53M | Sell |
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|
2019
Q2 | $1.54M | Hold |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.34M | Hold |
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|
2018
Q3 | $1.52M | Hold |
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|
2018
Q2 | $1.4M | Hold |
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|
2018
Q1 | $1.39M | Hold |
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|
2017
Q4 | $1.43M | Buy |
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|
2017
Q3 | $826K | Hold |
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|
2017
Q2 | $787K | Hold |
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|
2017
Q1 | $762K | Buy |
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|
2016
Q4 | $729K | Hold |
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|
2016
Q3 | $674K | Buy |
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|
2016
Q2 | $660K | Hold |
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|
2016
Q1 | $652K | Buy |
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|
2015
Q4 | $642K | Hold |
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|
2015
Q3 | $600K | Buy |
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|
2015
Q2 | $648K | Hold |
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|
2015
Q1 | $655K | Sell |
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|
2014
Q4 | $664K | Buy |
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|
2014
Q3 | $635K | Hold |
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|
2014
Q2 | $627K | Buy |
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|
2014
Q1 | $613K | Buy |
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|
2013
Q4 | $618K | Buy |
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