CM 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 | $49.3M | Sell |
111,540
-1,401
| -1% | -$619K | 14.49% | 2 |
|
|
2025
Q1 | $47.5M | Sell |
112,941
-1,327
| -1% | -$558K | 15.19% | 2 |
|
|
2024
Q4 | $48.7M | Sell |
114,268
-20,848
| -15% | -$8.89M | 15.93% | 2 |
|
|
2024
Q3 | $57.3M | Buy |
135,116
+26,432
| +24% | +$11.2M | 18.56% | 2 |
|
|
2024
Q2 | $42.6M | Sell |
108,684
-26,756
| -20% | -$10.5M | 20.25% | 1 |
|
|
2024
Q1 | $52.7M | Buy |
135,440
+26,070
| +24% | +$10.1M | 15.05% | 2 |
|
|
2023
Q4 | $41.3M | Sell |
109,370
-214
| -0.2% | -$80.8K | 17.76% | 2 |
|
|
2023
Q3 | $38.2M | Buy |
109,584
+23,203
| +27% | +$8.08M | 14.72% | 3 |
|
|
2023
Q2 | $30.6M | Sell |
86,381
-50,444
| -37% | -$17.9M | 10.05% | 3 |
|
|
2023
Q1 | $45.6M | Buy |
136,825
+20,363
| +17% | +$6.78M | 8.82% | 1 |
|
|
2022
Q4 | $38.7M | Sell |
116,462
-5,865
| -5% | -$1.95M | 19.75% | 2 |
|
|
2022
Q3 | $35.2B | Sell |
122,327
-1,727
| -1% | -$498M | 19.53% | 2 |
|
|
2022
Q2 | $7.41M | Buy |
+124,054
| New | +$7.41M | 4.53% | 4 |
|