Capital Asset Advisory Services’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 | $233K | Buy |
523
+1
| +0.2% | +$445 | 0.01% | 246 |
|
|
2025
Q1 | $220K | Hold |
522
| – | – | 0.01% | 266 |
|
|
2024
Q4 | $223K | Hold |
522
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $219K | Buy |
522
+1
| +0.2% | +$420 | 0.01% | 301 |
|
|
2024
Q2 | $205K | Sell |
521
-4
| -0.8% | -$1.57K | 0.01% | 308 |
|
|
2024
Q1 | $204K | Buy |
+525
| New | +$204K | 0.01% | 309 |
|
|
2021
Q4 | – | Sell |
-6,242
| Closed | -$2.12M | – | 617 |
|
|
2021
Q3 | $2.12M | Buy |
6,242
+412
| +7% | +$140K | 0.24% | 61 |
|
|
2021
Q2 | $2.01M | Sell |
5,830
-86
| -1% | -$29.7K | 0.22% | 64 |
|
|
2021
Q1 | $1.96M | Buy |
5,916
+1,260
| +27% | +$417K | 0.29% | 54 |
|
|
2020
Q4 | $1.43M | Buy |
4,656
+1,281
| +38% | +$392K | 0.25% | 68 |
|
|
2020
Q3 | $939K | Buy |
3,375
+560
| +20% | +$156K | 0.2% | 89 |
|
|
2020
Q2 | $781K | Buy |
2,815
+1,129
| +67% | +$313K | 0.17% | 113 |
|
|
2020
Q1 | $393K | Buy |
+1,686
| New | +$393K | 0.1% | 163 |
|