Capital Performance Advisors’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 | $806K | Buy |
1,828
+5
| +0.3% | +$2.2K | 0.16% | 72 |
|
|
2025
Q1 | $765K | Sell |
1,823
-36
| -2% | -$15.1K | 0.17% | 70 |
|
|
2024
Q4 | $791K | Buy |
1,859
+6
| +0.3% | +$2.55K | 0.25% | 41 |
|
|
2024
Q3 | $784K | Buy |
1,853
+6
| +0.3% | +$2.54K | 0.24% | 38 |
|
|
2024
Q2 | $723K | Buy |
1,847
+102
| +6% | +$39.9K | 0.27% | 39 |
|
|
2024
Q1 | $694K | Sell |
1,745
-87
| -5% | -$34.6K | 0.27% | 37 |
|
|
2023
Q4 | $691K | Buy |
1,832
+102
| +6% | +$38.5K | 0.3% | 34 |
|
|
2023
Q3 | $579K | Buy |
1,730
+8
| +0.5% | +$2.68K | 0.29% | 31 |
|
|
2023
Q2 | $592K | Buy |
1,722
+8
| +0.5% | +$2.75K | 0.29% | 32 |
|
|
2023
Q1 | $570K | Buy |
1,714
+8
| +0.5% | +$2.66K | 0.31% | 28 |
|
|
2022
Q4 | $565K | Buy |
+1,706
| New | +$565K | 0.32% | 25 |
|