Centennial Wealth Advisory’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 | $214K | Sell |
485
-6
| -1% | -$2.65K | 0.07% | 144 |
|
|
2025
Q1 | $206K | Sell |
491
-31
| -6% | -$13K | 0.07% | 143 |
|
|
2024
Q4 | $222K | Buy |
522
+34
| +7% | +$14.5K | 0.09% | 135 |
|
|
2024
Q3 | $207K | Buy |
+488
| New | +$207K | 0.08% | 141 |
|
|
2021
Q3 | – | Sell |
-1,955
| Closed | -$674K | – | 83 |
|
|
2021
Q2 | $674K | Buy |
1,955
+70
| +4% | +$24.1K | 0.42% | 42 |
|
|
2021
Q1 | $622K | Buy |
1,885
+692
| +58% | +$228K | 0.41% | 54 |
|
|
2020
Q4 | $365K | Buy |
+1,193
| New | +$365K | 0.26% | 62 |
|