Cypress Wealth Services’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $872K | Buy |
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|
2025
Q2 | $814K | Buy |
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|
2025
Q1 | $774K | Buy |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $679K | Hold |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $588K | Hold |
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|
2023
Q3 | $522K | Hold |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $519K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $485K | Hold |
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|
2021
Q3 | $452K | Hold |
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|
2021
Q2 | $461K | Sell |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $999K | Sell |
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|
2020
Q1 | $860K | Buy |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $1.01M | Buy |
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|
2019
Q2 | $964K | Buy |
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|
2019
Q1 | $838K | Buy |
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|
2018
Q4 | $754K | Sell |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $1M | Buy |
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|
2018
Q1 | $880K | Sell |
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|
2017
Q4 | $1.19M | Buy |
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