CIA
Concurrent Investment Advisors’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 | $16.4M | Buy |
37,327
+888
| +2% | +$391K | 0.32% | 66 |
|
2025
Q1 | $15.3M | Sell |
36,439
-4,873
| -12% | -$2.05M | 0.37% | 51 |
|
2024
Q4 | $17.6M | Buy |
41,312
+35,422
| +601% | +$15.1M | 0.47% | 41 |
|
2024
Q3 | $2.49M | Sell |
5,890
-15
| -0.3% | -$6.35K | 0.07% | 252 |
|
2024
Q2 | $2.31M | Sell |
5,905
-62,388
| -91% | -$24.4M | 0.08% | 239 |
|
2024
Q1 | $27.2M | Buy |
68,293
+26,699
| +64% | +$10.6M | 1.1% | 12 |
|
2023
Q4 | $15.7M | Buy |
+41,594
| New | +$15.7M | 0.74% | 23 |
|