CM Wealth 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
Q3 | $51.4M | Sell |
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|
2025
Q2 | $49.3M | Sell |
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|
2025
Q1 | $47.5M | Sell |
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|
2024
Q4 | $48.7M | Sell |
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|
2024
Q3 | $57.3M | Buy |
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|
2024
Q2 | $42.6M | Sell |
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|
2024
Q1 | $52.7M | Buy |
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|
2023
Q4 | $41.3M | Sell |
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|
2023
Q3 | $38.2M | Buy |
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|
2023
Q2 | $30.6M | Sell |
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|
2023
Q1 | $45.6M | Buy |
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|
2022
Q4 | $38.7M | Sell |
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|
2022
Q3 | $35.2B | Sell |
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|
2022
Q2 | $7.41M | Buy |
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