Carolinas Wealth Consulting’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 | – | Sell |
-1,188
| Closed | -$499K | – | 231 |
|
|
2025
Q1 | $499K | Buy |
1,188
+78
| +7% | +$32.8K | 0.11% | 102 |
|
|
2024
Q4 | $474K | Hold |
1,110
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $471K | Hold |
1,110
| – | – | 0.09% | 115 |
|
|
2024
Q2 | $434K | Buy |
1,110
+330
| +42% | +$129K | 0.08% | 112 |
|
|
2024
Q1 | $310K | Buy |
+780
| New | +$310K | 0.06% | 133 |
|