Compass 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
Q3 | $638K | Sell |
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|
2025
Q2 | $628K | Hold |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $619K | Sell |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $738K | Hold |
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|
2023
Q3 | $656K | Hold |
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|
2023
Q2 | $674K | Hold |
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|
2023
Q1 | $652K | Sell |
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|
2022
Q4 | $653K | Buy |
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