CGN Advisors’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 | $405K | Hold |
920
| – | – | 0.04% | 229 |
|
2025
Q1 | $386K | Sell |
920
-24
| -3% | -$10.1K | 0.04% | 235 |
|
2024
Q4 | $402K | Hold |
944
| – | – | 0.04% | 223 |
|
2024
Q3 | $399K | Hold |
944
| – | – | 0.04% | 219 |
|
2024
Q2 | $369K | Hold |
944
| – | – | 0.04% | 212 |
|
2024
Q1 | $375K | Buy |
944
+300
| +47% | +$119K | 0.05% | 201 |
|
2023
Q4 | $243K | Buy |
+644
| New | +$243K | 0.03% | 231 |
|