Connecticut Wealth Management’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Buy |
4,133
+255
| +7% | +$124K | 0.08% | 101 |
|
|
2025
Q4 | $1.86M | Hold |
3,878
| – | – | 0.08% | 108 |
|
|
2025
Q3 | $1.8M | Hold |
3,878
| – | – | 0.08% | 106 |
|
|
2025
Q2 | $1.71M | Hold |
3,878
| – | – | 0.08% | 106 |
|
|
2025
Q1 | $1.63M | Buy |
3,878
+103
| +3% | +$44.5K | 0.09% | 110 |
|
|
2024
Q4 | $1.61M | Sell |
3,775
-30
| -0.8% | -$13K | 0.08% | 95 |
|
|
2024
Q3 | $1.61M | Hold |
3,805
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $1.49M | Sell |
3,805
-22
| -0.6% | -$8.54K | 0.08% | 118 |
|
|
2024
Q1 | $1.52M | Sell |
3,827
-4
| -0.1% | -$1.54K | 0.08% | 110 |
|
|
2023
Q4 | $1.44M | Hold |
3,831
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $1.28M | Buy |
3,831
+141
| +4% | +$48.9K | 0.09% | 100 |
|
|
2023
Q2 | $1.27M | Buy |
3,690
+2
| +0.1% | +$673 | 0.09% | 87 |
|
|
2023
Q1 | $1.23M | Sell |
3,688
-190
| -5% | -$63.1K | 0.09% | 81 |
|
|
2022
Q4 | $1.28M | Buy |
3,878
+130
| +3% | +$42.3K | 0.11% | 71 |
|
|
2022
Q3 | $1.08M | Hold |
3,748
| – | – | 0.1% | 75 |
|
|
2022
Q2 | $1.15M | Hold |
3,748
| – | – | 0.1% | 78 |
|
|
2022
Q1 | $1.3M | Hold |
3,748
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $1.36M | Hold |
3,748
| – | – | 0.11% | 74 |
|
|
2021
Q3 | $1.27M | Hold |
3,748
| – | – | 0.11% | 72 |
|
|
2021
Q2 | $1.29M | Hold |
3,748
| – | – | 0.11% | 72 |
|
|
2021
Q1 | $1.24M | Hold |
3,748
| – | – | 0.11% | 57 |
|
|
2020
Q4 | $1.15M | Sell |
3,748
-703
| -16% | -$205K | 0.12% | 71 |
|
|
2020
Q3 | $1.24M | Sell |
4,451
-356
| -7% | -$97.2K | 0.14% | 73 |
|
|
2020
Q2 | $1.24M | Sell |
4,807
-287
| -6% | -$70.6K | 0.15% | 56 |
|
|
2020
Q1 | $1.12M | Sell |
5,094
-361
| -7% | -$95.9K | 0.17% | 64 |
|
|
2019
Q4 | $1.55M | Buy |
5,455
+281
| +5% | +$77.4K | 0.17% | 63 |
|
|
2019
Q3 | $1.39M | Buy |
5,174
+708
| +16% | +$189K | 0.17% | 67 |
|
|
2019
Q2 | $1.19M | Buy |
+4,466
| New | +$1.17M | 0.15% | 72 |
|
Other funds holding DIA
