Clearstead 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 | $1.29M | Buy |
2,926
+2
| +0.1% | +$881 | 0.02% | 386 |
|
|
2025
Q1 | $1.23M | Buy |
2,924
+303
| +12% | +$127K | 0.02% | 372 |
|
|
2024
Q4 | $1.12M | Buy |
2,621
+1
| +0% | +$425 | 0.02% | 391 |
|
|
2024
Q3 | $1.11M | Sell |
2,620
-96
| -4% | -$40.6K | 0.02% | 400 |
|
|
2024
Q2 | $1.06M | Buy |
2,716
+1,142
| +73% | +$447K | 0.02% | 384 |
|
|
2024
Q1 | $621K | Sell |
1,574
-713
| -31% | -$281K | 0.03% | 288 |
|
|
2023
Q4 | $862K | Sell |
2,287
-2,287
| -50% | -$862K | 0.05% | 238 |
|
|
2023
Q3 | $1.53M | Buy |
4,574
+2,287
| +100% | +$766K | 0.04% | 247 |
|
|
2023
Q2 | $786K | Buy |
2,287
+1,669
| +270% | +$574K | 0.05% | 230 |
|
|
2023
Q1 | $206K | Buy |
618
+195
| +46% | +$64.9K | 0.02% | 392 |
|
|
2022
Q4 | $140K | Hold |
423
| – | – | 0.01% | 429 |
|
|
2022
Q3 | $122K | Hold |
423
| – | – | 0.01% | 436 |
|
|
2022
Q2 | $130K | Hold |
423
| – | – | 0.01% | 448 |
|
|
2022
Q1 | $147K | Hold |
423
| – | – | 0.01% | 464 |
|
|
2021
Q4 | $154K | Hold |
423
| – | – | 0.01% | 435 |
|
|
2021
Q3 | $143K | Hold |
423
| – | – | 0.01% | 418 |
|
|
2021
Q2 | $146K | Hold |
423
| – | – | 0.01% | 385 |
|
|
2021
Q1 | $140K | Hold |
423
| – | – | 0.01% | 381 |
|
|
2020
Q4 | $129K | Sell |
423
-127
| -23% | -$38.7K | 0.01% | 375 |
|
|
2020
Q3 | $153K | Buy |
550
+20
| +4% | +$5.56K | 0.02% | 311 |
|
|
2020
Q2 | $137K | Hold |
530
| – | – | 0.02% | 314 |
|
|
2020
Q1 | $116K | Buy |
+530
| New | +$116K | 0.02% | 309 |
|