Collaborative Wealth 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 | $246K | Sell |
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|
2025
Q1 | $258K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $373K | Sell |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $458K | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $2.08M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q1 | $2M | Buy |
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