Chesley Taft & Associates’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 | $441K | Hold |
1,000
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $420K | Sell |
1,000
-200
| -17% | -$84K | 0.02% | 267 |
|
|
2024
Q4 | $511K | Sell |
1,200
-100
| -8% | -$42.6K | 0.02% | 248 |
|
|
2024
Q3 | $550K | Sell |
1,300
-86
| -6% | -$36.4K | 0.03% | 245 |
|
|
2024
Q2 | $542K | Hold |
1,386
| – | – | 0.03% | 235 |
|
|
2024
Q1 | $551K | Hold |
1,386
| – | – | 0.03% | 233 |
|
|
2023
Q4 | $522K | Buy |
+1,386
| New | +$522K | 0.03% | 236 |
|