Coldstream Capital Management’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
Q2 | $323K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $517K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $585K | Buy |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $302K | Sell |
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|
2019
Q4 | $420K | Buy |
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|
2019
Q3 | $371K | Hold |
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|
2019
Q2 | $367K | Buy |
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|
2019
Q1 | $357K | Hold |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $377K | Sell |
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|
2018
Q2 | $538K | Hold |
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|
2018
Q1 | $535K | Sell |
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|
2017
Q4 | $756K | Hold |
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|
2017
Q3 | $684K | Buy |
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|
2017
Q2 | $280K | Sell |
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|
2017
Q1 | $280K | Hold |
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|
2016
Q4 | $268K | Buy |
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