CIBC Private Wealth Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
8,295
-962
| -10% | -$424K | 0.01% | 472 |
|
|
2025
Q1 | $3.49M | Buy |
9,257
+4
| +0% | +$1.51K | 0.01% | 449 |
|
|
2024
Q4 | $3.94M | Sell |
9,253
-278
| -3% | -$118K | 0.01% | 463 |
|
|
2024
Q3 | $4.03M | Buy |
9,531
+64
| +0.7% | +$27.1K | 0.01% | 464 |
|
|
2024
Q2 | $3.72M | Buy |
9,467
+3,608
| +62% | +$1.42M | 0.01% | 449 |
|
|
2024
Q1 | $2.32M | Sell |
5,859
-1,530
| -21% | -$605K | ﹤0.01% | 520 |
|
|
2023
Q4 | $2.78M | Buy |
7,389
+2,737
| +59% | +$1.03M | 0.01% | 466 |
|
|
2023
Q3 | $1.56M | Buy |
4,652
+2,031
| +77% | +$680K | ﹤0.01% | 539 |
|
|
2023
Q2 | $901K | Sell |
2,621
-160
| -6% | -$55K | ﹤0.01% | 612 |
|
|
2023
Q1 | $925K | Sell |
2,781
-67
| -2% | -$22.3K | ﹤0.01% | 618 |
|
|
2022
Q4 | $944K | Buy |
2,848
+6
| +0.2% | +$1.99K | ﹤0.01% | 537 |
|
|
2022
Q3 | $817K | Buy |
2,842
+151
| +6% | +$43.4K | ﹤0.01% | 627 |
|
|
2022
Q2 | $828K | Buy |
2,691
+19
| +0.7% | +$5.85K | ﹤0.01% | 631 |
|
|
2022
Q1 | $927K | Sell |
2,672
-96
| -3% | -$33.3K | ﹤0.01% | 646 |
|
|
2021
Q4 | $1.01M | Buy |
2,768
+235
| +9% | +$85.4K | ﹤0.01% | 650 |
|
|
2021
Q3 | $857K | Buy |
2,533
+158
| +7% | +$53.5K | ﹤0.01% | 648 |
|
|
2021
Q2 | $819K | Buy |
2,375
+10
| +0.4% | +$3.45K | ﹤0.01% | 706 |
|
|
2021
Q1 | $781K | Hold |
2,365
| – | – | ﹤0.01% | 715 |
|
|
2020
Q4 | $723K | Sell |
2,365
-43
| -2% | -$13.1K | ﹤0.01% | 695 |
|
|
2020
Q3 | $668K | Buy |
+2,408
| New | +$668K | ﹤0.01% | 634 |
|
|
2020
Q2 | – | Sell |
-2,558
| Closed | -$561K | – | 642 |
|
|
2020
Q1 | $561K | Sell |
2,558
-1,128
| -31% | -$247K | ﹤0.01% | 605 |
|
|
2019
Q4 | $1.05M | Buy |
3,686
+220
| +6% | +$62.7K | ﹤0.01% | 577 |
|
|
2019
Q3 | $933K | Hold |
3,466
| – | – | ﹤0.01% | 585 |
|
|
2019
Q2 | $921K | Hold |
3,466
| – | – | ﹤0.01% | 598 |
|
|
2019
Q1 | $898K | Hold |
3,466
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $808K | Sell |
3,466
-889
| -20% | -$207K | ﹤0.01% | 601 |
|
|
2018
Q3 | $1.15M | Buy |
4,355
+339
| +8% | +$89.6K | ﹤0.01% | 634 |
|
|
2018
Q2 | $975K | Buy |
4,016
+609
| +18% | +$148K | ﹤0.01% | 657 |
|
|
2018
Q1 | $823K | Buy |
3,407
+742
| +28% | +$179K | ﹤0.01% | 676 |
|
|
2017
Q4 | $659K | Sell |
2,665
-123
| -4% | -$30.4K | ﹤0.01% | 728 |
|
|
2017
Q3 | $624K | Buy |
+2,788
| New | +$624K | ﹤0.01% | 732 |
|