Denver 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 | $668K | Sell |
1,516
-39
| -3% | -$17.2K | 0.28% | 41 |
|
|
2025
Q1 | $653K | Sell |
1,555
-82
| -5% | -$34.4K | 0.3% | 39 |
|
|
2024
Q4 | $696K | Sell |
1,637
-17
| -1% | -$7.23K | 0.31% | 37 |
|
|
2024
Q3 | $700K | Sell |
1,654
-64
| -4% | -$27.1K | 0.32% | 40 |
|
|
2024
Q2 | $672K | Sell |
1,718
-96
| -5% | -$37.5K | 0.34% | 41 |
|
|
2024
Q1 | $722K | Sell |
1,814
-25
| -1% | -$9.95K | 0.37% | 39 |
|
|
2023
Q4 | $693K | Sell |
1,839
-101
| -5% | -$38.1K | 0.39% | 36 |
|
|
2023
Q3 | $650K | Sell |
1,940
-186
| -9% | -$62.3K | 0.42% | 36 |
|
|
2023
Q2 | $731K | Sell |
2,126
-248
| -10% | -$85.3K | 0.51% | 34 |
|
|
2023
Q1 | $790K | Sell |
2,374
-32
| -1% | -$10.6K | 0.55% | 36 |
|
|
2022
Q4 | $797K | Sell |
2,406
-326
| -12% | -$108K | 0.6% | 36 |
|
|
2022
Q3 | $785K | Sell |
2,732
-91
| -3% | -$26.1K | 0.74% | 26 |
|
|
2022
Q2 | $869K | Buy |
+2,823
| New | +$869K | 0.91% | 19 |
|
|
2021
Q4 | $8.87M | Buy |
+24,415
| New | +$8.87M | 8.51% | 3 |
|
|
2021
Q1 | $1.3M | Buy |
+3,757
| New | +$1.3M | 1.37% | 17 |
|