Claro Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $424K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $429K | Sell |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $615K | Sell |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $632K | Hold |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $620K | Buy |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $507K | Hold |
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|
2020
Q3 | $460K | Sell |
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|
2020
Q2 | $451K | Sell |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $355K | Buy |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $317K | Buy |
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