Concord Wealth Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,376
-58
| -2% | -$25.6K | 0.15% | 129 |
|
|
2025
Q1 | $1.02M | Buy |
2,434
+2,288
| +1,567% | +$961K | 0.17% | 116 |
|
|
2024
Q4 | $62.1K | Buy |
146
+6
| +4% | +$2.55K | 0.01% | 297 |
|
|
2024
Q3 | $59.1K | Hold |
140
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $54.6K | Buy |
140
+1
| +0.7% | +$390 | 0.01% | 300 |
|
|
2024
Q1 | $55.4K | Hold |
139
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $52.5K | Hold |
139
| – | – | 0.01% | 352 |
|
|
2023
Q3 | $46.6K | Hold |
139
| – | – | 0.01% | 389 |
|
|
2023
Q2 | $47.7K | Buy |
139
+100
| +256% | +$34.3K | 0.01% | 373 |
|
|
2023
Q1 | $12.9K | Buy |
39
+1
| +3% | +$330 | ﹤0.01% | 557 |
|
|
2022
Q4 | $12.7K | Buy |
+38
| New | +$12.7K | ﹤0.01% | 601 |
|
|
2022
Q3 | – | Sell |
-38
| Closed | -$12K | – | 390 |
|
|
2022
Q2 | $12K | Sell |
38
-130
| -77% | -$41.1K | ﹤0.01% | 648 |
|
|
2022
Q1 | $58K | Hold |
168
| – | – | 0.02% | 401 |
|
|
2021
Q4 | $61K | Buy |
168
+38
| +29% | +$13.8K | 0.01% | 419 |
|
|
2021
Q3 | $44K | Hold |
130
| – | – | 0.02% | 238 |
|
|
2021
Q2 | $45K | Hold |
130
| – | – | 0.01% | 371 |
|
|
2021
Q1 | $43K | Hold |
130
| – | – | 0.01% | 362 |
|
|
2020
Q4 | $40K | Buy |
+130
| New | +$40K | 0.03% | 232 |
|