CBIZ Investment 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
Q1 | – | Sell |
-942
| Closed | -$402K | – | 626 |
|
|
2024
Q4 | $402K | Hold |
942
| – | – | 0.02% | 36 |
|
|
2024
Q3 | $400K | Hold |
942
| – | – | 0.02% | 33 |
|
|
2024
Q2 | $369K | Hold |
942
| – | – | 0.02% | 36 |
|
|
2024
Q1 | $376K | Hold |
942
| – | – | 0.03% | 35 |
|
|
2023
Q4 | $356K | Hold |
942
| – | – | 0.03% | 33 |
|
|
2023
Q3 | $316K | Hold |
942
| – | – | 0.03% | 26 |
|
|
2023
Q2 | $325K | Hold |
942
| – | – | 0.03% | 26 |
|
|
2023
Q1 | $314K | Buy |
+942
| New | +$314K | 0.03% | 28 |
|
|
2022
Q4 | – | Sell |
-942
| Closed | -$271K | – | 29 |
|
|
2022
Q3 | $271K | Hold |
942
| – | – | 0.27% | 23 |
|
|
2022
Q2 | $291K | Hold |
942
| – | – | 0.03% | 30 |
|
|
2022
Q1 | $327K | Hold |
942
| – | – | 0.03% | 18 |
|
|
2021
Q4 | $343K | Buy |
+942
| New | +$343K | 0.03% | 32 |
|
|
2021
Q3 | – | Hold |
0
| – | -$325K | – | 34 |
|
|
2021
Q2 | – | Hold |
0
| – | -$312K | – | 35 |
|
|
2021
Q1 | – | Hold |
0
| – | -$289K | – | 33 |
|
|
2020
Q4 | – | Hold |
0
| – | -$262K | – | 27 |
|
|
2020
Q3 | – | Hold |
0
| – | -$244K | – | 28 |
|
|
2020
Q2 | – | Hold |
0
| – | -$207K | – | 31 |
|
|
2020
Q1 | – | Hold |
0
| – | -$269K | – | 34 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 42 |
|