CPA
Clear Point Advisors’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 | $1.01M | Sell |
2,296
-143
| -6% | -$63K | 0.85% | 30 |
|
|
2025
Q1 | $1.02M | Buy |
2,439
+6
| +0.2% | +$2.52K | 0.92% | 32 |
|
|
2024
Q4 | $1.04M | Buy |
2,433
+5
| +0.2% | +$2.13K | 0.89% | 32 |
|
|
2024
Q3 | $1.03M | Buy |
2,428
+5
| +0.2% | +$2.12K | 0.79% | 32 |
|
|
2024
Q2 | $948K | Sell |
2,423
-1,003
| -29% | -$392K | 0.78% | 32 |
|
|
2024
Q1 | $1.36M | Sell |
3,426
-97
| -3% | -$38.6K | 1.12% | 17 |
|
|
2023
Q4 | $1.33M | Buy |
+3,523
| New | +$1.33M | 1.17% | 15 |
|