D.L. Carlson Investment 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
Q1 | – | Sell |
-1,568
| Closed | -$667K | – | 139 |
|
|
2024
Q4 | $667K | Sell |
1,568
-39
| -2% | -$16.6K | 0.12% | 105 |
|
|
2024
Q3 | $680K | Sell |
1,607
-1
| -0.1% | -$423 | 0.12% | 110 |
|
|
2024
Q2 | $629K | Buy |
1,608
+3
| +0.2% | +$1.17K | 0.12% | 106 |
|
|
2024
Q1 | $639K | Buy |
1,605
+4
| +0.2% | +$1.59K | 0.12% | 108 |
|
|
2023
Q4 | $621K | Sell |
1,601
-73
| -4% | -$28.3K | 0.13% | 103 |
|
|
2023
Q3 | $561K | Sell |
1,674
-106
| -6% | -$35.5K | 0.11% | 101 |
|
|
2023
Q2 | $612K | Buy |
1,780
+3
| +0.2% | +$1.03K | 0.12% | 101 |
|
|
2023
Q1 | $591K | Sell |
1,777
-18
| -1% | -$5.99K | 0.13% | 95 |
|
|
2022
Q4 | $595K | Buy |
+1,795
| New | +$595K | 0.13% | 91 |
|