Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $266K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q4 | $226K | Buy |
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