Darwin Wealth Management’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 | $82.1K | Sell |
186
-20
| -10% | -$8.83K | 0.03% | 179 |
|
|
2025
Q1 | $88K | Hold |
206
| – | – | 0.03% | 188 |
|
|
2024
Q4 | $88K | Hold |
206
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $87.2K | Buy |
+206
| New | +$87.2K | 0.02% | 196 |
|
|
2021
Q4 | – | Sell |
-663
| Closed | -$224K | – | 170 |
|
|
2021
Q3 | $224K | Buy |
663
+1
| +0.2% | +$338 | 0.04% | 153 |
|
|
2021
Q2 | $229K | Buy |
+662
| New | +$229K | 0.04% | 160 |
|
|
2020
Q2 | – | Sell |
-527
| Closed | -$115K | – | 293 |
|
|
2020
Q1 | $115K | Buy |
+527
| New | +$115K | 0.04% | 166 |
|