CreativeOne 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 | $5.06M | Buy |
11,480
+383
| +3% | +$169K | 0.13% | 150 |
|
|
2025
Q1 | $4.66M | Buy |
11,097
+2,056
| +23% | +$863K | 0.14% | 143 |
|
|
2024
Q4 | $3.85M | Buy |
9,041
+2,322
| +35% | +$988K | 0.12% | 161 |
|
|
2024
Q3 | $2.84M | Buy |
6,719
+2,289
| +52% | +$969K | 0.1% | 203 |
|
|
2024
Q2 | $1.73M | Sell |
4,430
-2,132
| -32% | -$834K | 0.09% | 215 |
|
|
2024
Q1 | $2.61M | Buy |
6,562
+2,783
| +74% | +$1.11M | 0.1% | 180 |
|
|
2023
Q4 | $1.42M | Buy |
3,779
+94
| +3% | +$35.4K | 0.09% | 199 |
|
|
2023
Q3 | $1.23M | Sell |
3,685
-1,338
| -27% | -$448K | 0.09% | 208 |
|
|
2023
Q2 | $1.73M | Buy |
5,023
+250
| +5% | +$86K | 0.08% | 239 |
|
|
2023
Q1 | $1.59M | Buy |
4,773
+246
| +5% | +$81.8K | 0.08% | 229 |
|
|
2022
Q4 | $1.5M | Buy |
4,527
+431
| +11% | +$143K | 0.08% | 214 |
|
|
2022
Q3 | $1.18M | Sell |
4,096
-2
| -0% | -$575 | 0.07% | 237 |
|
|
2022
Q2 | $1.26M | Sell |
4,098
-866
| -17% | -$267K | 0.07% | 222 |
|
|
2022
Q1 | $1.72M | Buy |
4,964
+610
| +14% | +$212K | 0.09% | 190 |
|
|
2021
Q4 | $1.58M | Sell |
4,354
-259
| -6% | -$94.1K | 0.08% | 211 |
|
|
2021
Q3 | $1.56M | Sell |
4,613
-203
| -4% | -$68.7K | 0.09% | 194 |
|
|
2021
Q2 | $1.66M | Sell |
4,816
-353
| -7% | -$122K | 0.1% | 172 |
|
|
2021
Q1 | $1.71M | Buy |
5,169
+34
| +0.7% | +$11.2K | 0.13% | 139 |
|
|
2020
Q4 | $1.57M | Buy |
+5,135
| New | +$1.57M | 0.13% | 129 |
|