Coastwise Capital Group’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 | $1.93M | Buy |
4,373
+353
| +9% | +$156K | 1.53% | 14 |
|
|
2025
Q1 | $1.69M | Sell |
4,020
-2,462
| -38% | -$1.03M | 1.42% | 14 |
|
|
2024
Q4 | $2.76M | Buy |
6,482
+52
| +0.8% | +$22.1K | 2.2% | 9 |
|
|
2024
Q3 | $2.72M | Buy |
6,430
+255
| +4% | +$108K | 2.24% | 9 |
|
|
2024
Q2 | $2.42M | Sell |
6,175
-3,366
| -35% | -$1.32M | 2.3% | 9 |
|
|
2024
Q1 | $3.79M | Sell |
9,541
-3,967
| -29% | -$1.58M | 3.52% | 4 |
|
|
2023
Q4 | $5.09M | Buy |
13,508
+5,628
| +71% | +$2.12M | 5.19% | 2 |
|
|
2023
Q3 | $2.64M | Sell |
7,880
-273
| -3% | -$91.4K | 3.02% | 6 |
|
|
2023
Q2 | $2.8M | Sell |
8,153
-1,370
| -14% | -$471K | 3.17% | 4 |
|
|
2023
Q1 | $3.17M | Buy |
9,523
+528
| +6% | +$176K | 3.62% | 5 |
|
|
2022
Q4 | $2.98M | Buy |
8,995
+431
| +5% | +$143K | 3.54% | 5 |
|
|
2022
Q3 | $2.46M | Sell |
8,564
-528
| -6% | -$152K | 3.88% | 4 |
|
|
2022
Q2 | $2.8M | Buy |
9,092
+1,471
| +19% | +$453K | 3.41% | 6 |
|
|
2022
Q1 | $2.64M | Buy |
+7,621
| New | +$2.64M | 3.28% | 5 |
|