CWM
Collaborative Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
558
-56
| -9% | -$24.7K | 0.11% | 158 |
|
|
2025
Q1 | $258K | Sell |
614
-96
| -14% | -$40.3K | 0.12% | 135 |
|
|
2024
Q4 | $302K | Sell |
710
-34
| -5% | -$14.5K | 0.14% | 127 |
|
|
2024
Q3 | $315K | Sell |
744
-183
| -20% | -$77.4K | 0.14% | 124 |
|
|
2024
Q2 | $363K | Sell |
927
-10
| -1% | -$3.91K | 0.18% | 109 |
|
|
2024
Q1 | $373K | Sell |
937
-187
| -17% | -$74.4K | 0.19% | 106 |
|
|
2023
Q4 | $424K | Sell |
1,124
-129
| -10% | -$48.6K | 0.23% | 91 |
|
|
2023
Q3 | $420K | Sell |
1,253
-113
| -8% | -$37.8K | 0.25% | 91 |
|
|
2023
Q2 | $470K | Sell |
1,366
-11
| -0.8% | -$3.78K | 0.28% | 85 |
|
|
2023
Q1 | $458K | Buy |
1,377
+25
| +2% | +$8.32K | 0.29% | 88 |
|
|
2022
Q4 | $448K | Sell |
1,352
-138
| -9% | -$45.7K | 0.29% | 90 |
|
|
2022
Q3 | $428K | Sell |
1,490
-5,250
| -78% | -$1.51M | 0.3% | 87 |
|
|
2022
Q2 | $2.08M | Buy |
+6,740
| New | +$2.08M | 1.36% | 14 |
|
|
2021
Q4 | $1.9M | Buy |
+5,229
| New | +$1.9M | 1.04% | 26 |
|
|
2021
Q1 | $2M | Buy |
+5,773
| New | +$2M | 1.15% | 22 |
|