Crestwood Advisors Group’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 | $484K | Hold |
1,099
| – | – | 0.01% | 351 |
|
|
2025
Q1 | $461K | Sell |
1,099
-33
| -3% | -$13.9K | 0.01% | 350 |
|
|
2024
Q4 | $482K | Hold |
1,132
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $479K | Sell |
1,132
-13
| -1% | -$5.5K | 0.01% | 295 |
|
|
2024
Q2 | $448K | Buy |
1,145
+42
| +4% | +$16.4K | 0.01% | 292 |
|
|
2024
Q1 | $439K | Buy |
1,103
+483
| +78% | +$192K | 0.01% | 298 |
|
|
2023
Q4 | $234K | Buy |
+620
| New | +$234K | 0.01% | 365 |
|
|
2020
Q2 | – | Sell |
-2,612
| Closed | -$573K | – | 241 |
|
|
2020
Q1 | $573K | Hold |
2,612
| – | – | 0.03% | 142 |
|
|
2019
Q4 | $745K | Buy |
2,612
+1,800
| +222% | +$513K | 0.03% | 151 |
|
|
2019
Q3 | $219K | Hold |
812
| – | – | 0.01% | 229 |
|
|
2019
Q2 | $216K | Sell |
812
-1
| -0.1% | -$266 | 0.01% | 222 |
|
|
2019
Q1 | $211K | Buy |
+813
| New | +$211K | 0.02% | 161 |
|
|
2018
Q4 | – | Sell |
-813
| Closed | -$215K | – | 168 |
|
|
2018
Q3 | $215K | Hold |
813
| – | – | 0.02% | 157 |
|
|
2018
Q2 | $205K | Buy |
+813
| New | +$205K | 0.01% | 161 |
|
|
2018
Q1 | – | Sell |
-813
| Closed | -$201K | – | 184 |
|
|
2017
Q4 | $201K | Buy |
+813
| New | +$201K | 0.02% | 175 |
|
|
2017
Q2 | – | Sell |
-151
| Closed | -$32K | – | 220 |
|
|
2017
Q1 | $32K | Buy |
+151
| New | +$32K | ﹤0.01% | 315 |
|