CPC
Consolidated Planning Corp’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 | $327K | Hold |
741
| – | – | 0.04% | 155 |
|
|
2025
Q1 | $311K | Sell |
741
-8
| -1% | -$3.36K | 0.04% | 151 |
|
|
2024
Q4 | $319K | Hold |
749
| – | – | 0.04% | 159 |
|
|
2024
Q3 | $317K | Sell |
749
-413
| -36% | -$175K | 0.05% | 157 |
|
|
2024
Q2 | $455K | Sell |
1,162
-86
| -7% | -$33.6K | 0.08% | 117 |
|
|
2024
Q1 | $497K | Sell |
1,248
-242
| -16% | -$96.3K | 0.08% | 109 |
|
|
2023
Q4 | $562K | Sell |
1,490
-49
| -3% | -$18.5K | 0.1% | 103 |
|
|
2023
Q3 | $515K | Sell |
1,539
-378
| -20% | -$127K | 0.11% | 106 |
|
|
2023
Q2 | $659K | Buy |
+1,917
| New | +$659K | 0.14% | 107 |
|