Corient Private Wealth’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 | $57.8M | Buy |
131,160
+67,399
| +106% | +$29.7M | 0.06% | 237 |
|
|
2025
Q1 | $26.8M | Buy |
63,761
+2,734
| +4% | +$1.15M | 0.04% | 335 |
|
|
2024
Q4 | $26M | Sell |
61,027
-3,681
| -6% | -$1.57M | 0.04% | 344 |
|
|
2024
Q3 | $27.4M | Buy |
64,708
+849
| +1% | +$359K | 0.04% | 348 |
|
|
2024
Q2 | $25M | Sell |
63,859
-1,391
| -2% | -$544K | 0.04% | 347 |
|
|
2024
Q1 | $26M | Buy |
65,250
+987
| +2% | +$393K | 0.05% | 340 |
|
|
2023
Q4 | $24.2M | Buy |
64,263
+3,144
| +5% | +$1.18M | 0.04% | 346 |
|
|
2023
Q3 | $20.5M | Buy |
61,119
+37,960
| +164% | +$12.7M | 0.05% | 342 |
|
|
2023
Q2 | $7.96M | Sell |
23,159
-1,665
| -7% | -$573K | 0.02% | 511 |
|
|
2023
Q1 | $8.26M | Buy |
24,824
+6,009
| +32% | +$2M | 0.02% | 462 |
|
|
2022
Q4 | $6.23M | Buy |
+18,815
| New | +$6.23M | 0.02% | 449 |
|