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Compass Planning Associates’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Compass Planning Associates’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$613K Hold
1,390
– – 0.56% 17
2025
Q1 		$584K Hold
1,390
– – 0.59% 17
2024
Q4 		$591K Buy
+1,390
New +$591K 0.6% 18