Clarity Wealth 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 | $16.3M | Buy |
37,008
+2,535
| +7% | +$1.12M | 4.02% | 6 |
|
|
2025
Q1 | $14.5M | Buy |
34,473
+3,089
| +10% | +$1.3M | 4.01% | 7 |
|
|
2024
Q4 | $13.4M | Buy |
31,384
+3,278
| +12% | +$1.39M | 3.64% | 7 |
|
|
2024
Q3 | $11.9M | Buy |
28,106
+3,067
| +12% | +$1.3M | 3.46% | 8 |
|
|
2024
Q2 | $9.79M | Buy |
25,039
+1,706
| +7% | +$667K | 3.17% | 8 |
|
|
2024
Q1 | $9.28M | Buy |
23,333
+3,396
| +17% | +$1.35M | 3.14% | 9 |
|
|
2023
Q4 | $7.51M | Buy |
19,937
+7,003
| +54% | +$2.64M | 2.84% | 10 |
|
|
2023
Q3 | $4.33M | Buy |
12,934
+2,117
| +20% | +$709K | 1.97% | 16 |
|
|
2023
Q2 | $3.72M | Buy |
10,817
+1,937
| +22% | +$666K | 1.67% | 20 |
|
|
2023
Q1 | $2.95M | Buy |
8,880
+2,444
| +38% | +$813K | 1.51% | 20 |
|
|
2022
Q4 | $2.13M | Buy |
6,436
+2,532
| +65% | +$839K | 1.23% | 21 |
|
|
2022
Q3 | $1.12M | Buy |
3,904
+675
| +21% | +$194K | 0.68% | 30 |
|
|
2022
Q2 | $993K | Buy |
3,229
+514
| +19% | +$158K | 0.57% | 31 |
|
|
2022
Q1 | $941K | Buy |
2,715
+259
| +11% | +$89.8K | 0.45% | 33 |
|
|
2021
Q4 | $892K | Buy |
2,456
+311
| +14% | +$113K | 0.41% | 35 |
|
|
2021
Q3 | $725K | Buy |
2,145
+329
| +18% | +$111K | 0.36% | 40 |
|
|
2021
Q2 | $626K | Buy |
1,816
+432
| +31% | +$149K | 0.33% | 42 |
|
|
2021
Q1 | $456K | Buy |
1,384
+203
| +17% | +$66.9K | 0.26% | 47 |
|
|
2020
Q4 | $361K | Sell |
1,181
-39
| -3% | -$11.9K | 0.22% | 48 |
|
|
2020
Q3 | $338K | Buy |
1,220
+222
| +22% | +$61.5K | 0.24% | 49 |
|
|
2020
Q2 | $257K | Buy |
+998
| New | +$257K | 0.2% | 58 |
|
|
2020
Q1 | – | Sell |
-848
| Closed | -$241K | – | 59 |
|
|
2019
Q4 | $241K | Buy |
+848
| New | +$241K | 0.2% | 57 |
|