D.B. Root & Company’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 | $658K | Buy |
1,493
+191
| +15% | +$84.2K | 0.19% | 87 |
|
|
2025
Q1 | $547K | Hold |
1,302
| – | – | 0.18% | 94 |
|
|
2024
Q4 | $554K | Buy |
1,302
+600
| +85% | +$255K | 0.18% | 93 |
|
|
2024
Q3 | $297K | Buy |
+702
| New | +$297K | 0.1% | 139 |
|
|
2024
Q2 | – | Sell |
-855
| Closed | -$340K | – | 188 |
|
|
2024
Q1 | $340K | Buy |
+855
| New | +$340K | 0.11% | 143 |
|
|
2022
Q1 | – | Sell |
-1,550
| Closed | -$563K | – | 186 |
|
|
2021
Q4 | $563K | Buy |
1,550
+70
| +5% | +$25.4K | 0.2% | 121 |
|
|
2021
Q3 | $500K | Buy |
1,480
+280
| +23% | +$94.6K | 0.2% | 129 |
|
|
2021
Q2 | $413K | Buy |
1,200
+290
| +32% | +$99.8K | 0.15% | 161 |
|
|
2021
Q1 | $300K | Buy |
+910
| New | +$300K | 0.12% | 176 |
|