Destination 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 | $660K | Hold |
1,497
| – | – | 0.02% | 152 |
|
|
2025
Q1 | $629K | Sell |
1,497
-1
| -0.1% | -$420 | 0.02% | 147 |
|
|
2024
Q4 | $637K | Buy |
1,498
+1
| +0.1% | +$426 | 0.02% | 141 |
|
|
2024
Q3 | $634K | Sell |
1,497
-30
| -2% | -$12.7K | 0.02% | 141 |
|
|
2024
Q2 | $597K | Buy |
1,527
+33
| +2% | +$12.9K | 0.02% | 142 |
|
|
2024
Q1 | $594K | Sell |
1,494
-299
| -17% | -$119K | 0.02% | 144 |
|
|
2023
Q4 | $676K | Buy |
1,793
+301
| +20% | +$113K | 0.02% | 138 |
|
|
2023
Q3 | $500K | Sell |
1,492
-418
| -22% | -$140K | 0.02% | 144 |
|
|
2023
Q2 | $657K | Buy |
1,910
+1
| +0.1% | +$344 | 0.02% | 139 |
|
|
2023
Q1 | $635K | Buy |
1,909
+1
| +0.1% | +$333 | 0.02% | 136 |
|
|
2022
Q4 | $632K | Buy |
1,908
+510
| +36% | +$169K | 0.03% | 134 |
|
|
2022
Q3 | $402K | Buy |
1,398
+626
| +81% | +$180K | 0.02% | 142 |
|
|
2022
Q2 | $238K | Buy |
772
+1
| +0.1% | +$308 | 0.01% | 180 |
|
|
2022
Q1 | $267K | Buy |
771
+89
| +13% | +$30.8K | 0.01% | 176 |
|
|
2021
Q4 | $248K | Buy |
+682
| New | +$248K | 0.01% | 184 |
|
|
2019
Q2 | – | Sell |
-310
| Closed | -$80K | – | 595 |
|
|
2019
Q1 | $80K | Buy |
+310
| New | +$80K | ﹤0.01% | 212 |
|
|
2018
Q4 | – | Sell |
-42
| Closed | -$11K | – | 552 |
|
|
2018
Q3 | $11K | Hold |
42
| – | – | ﹤0.01% | 448 |
|
|
2018
Q2 | $10K | Sell |
42
-1,105
| -96% | -$263K | ﹤0.01% | 390 |
|
|
2018
Q1 | $23K | Buy |
+1,147
| New | +$23K | ﹤0.01% | 322 |
|
|
2015
Q3 | – | Sell |
-9,149
| Closed | -$1.61M | – | 139 |
|
|
2015
Q2 | $1.61M | Buy |
+9,149
| New | +$1.61M | 0.11% | 114 |
|