Center for Financial Planning’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 | $157K | Sell |
356
-50
| -12% | -$22K | 0.02% | 179 |
|
|
2025
Q1 | $170K | Sell |
406
-136
| -25% | -$57.1K | 0.02% | 167 |
|
|
2024
Q4 | $231K | Buy |
542
+136
| +33% | +$57.9K | 0.03% | 144 |
|
|
2024
Q3 | $172K | Sell |
406
-67
| -14% | -$28.3K | 0.02% | 156 |
|
|
2024
Q2 | $185K | Hold |
473
| – | – | 0.03% | 153 |
|
|
2024
Q1 | $188K | Hold |
473
| – | – | 0.03% | 153 |
|
|
2023
Q4 | $178K | Buy |
473
+100
| +27% | +$37.7K | 0.03% | 145 |
|
|
2023
Q3 | $125K | Buy |
373
+101
| +37% | +$33.8K | 0.03% | 151 |
|
|
2023
Q2 | $93.5K | Hold |
272
| – | – | 0.02% | 177 |
|
|
2023
Q1 | $90.5K | Hold |
272
| – | – | 0.02% | 172 |
|
|
2022
Q4 | $90.1K | Sell |
272
-25
| -8% | -$8.28K | 0.02% | 172 |
|
|
2022
Q3 | $85K | Hold |
297
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $91K | Hold |
297
| – | – | 0.02% | 168 |
|
|
2022
Q1 | $103K | Hold |
297
| – | – | 0.02% | 171 |
|
|
2021
Q4 | $108K | Hold |
297
| – | – | 0.02% | 166 |
|
|
2021
Q3 | $100K | Hold |
297
| – | – | 0.02% | 164 |
|
|
2021
Q2 | $102K | Hold |
297
| – | – | 0.03% | 164 |
|
|
2021
Q1 | $98K | Hold |
297
| – | – | 0.03% | 162 |
|
|
2020
Q4 | $91K | Buy |
297
+67
| +29% | +$20.5K | 0.03% | 154 |
|
|
2020
Q3 | $64K | Hold |
230
| – | – | 0.02% | 169 |
|
|
2020
Q2 | $59K | Hold |
230
| – | – | 0.02% | 175 |
|
|
2020
Q1 | $50K | Hold |
230
| – | – | 0.02% | 173 |
|
|
2019
Q4 | $66K | Buy |
+230
| New | +$66K | 0.02% | 166 |
|