Cherry Tree Wealth Management’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 | $198K | Hold |
450
| – | – | 0.05% | 159 |
|
|
2025
Q1 | $189K | Buy |
450
+288
| +178% | +$121K | 0.05% | 162 |
|
|
2024
Q4 | $68.9K | Sell |
162
-84
| -34% | -$35.7K | 0.02% | 234 |
|
|
2024
Q3 | $104K | Buy |
246
+84
| +52% | +$35.5K | 0.02% | 209 |
|
|
2024
Q2 | $63.4K | Hold |
162
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $64.4K | Hold |
162
| – | – | 0.02% | 238 |
|
|
2023
Q4 | $61.1K | Hold |
162
| – | – | 0.02% | 228 |
|
|
2023
Q3 | $54.3K | Hold |
162
| – | – | 0.02% | 225 |
|
|
2023
Q2 | $55.7K | Buy |
+162
| New | +$55.7K | 0.02% | 223 |
|