DWAM
Duncan Williams Asset Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05M | Buy |
2,374
+186
| +9% | +$82K | 0.33% | 47 |
|
2025
Q1 | $919K | Buy |
2,188
+87
| +4% | +$36.5K | 0.33% | 53 |
|
2024
Q4 | $894K | Buy |
2,101
+2
| +0.1% | +$851 | 0.35% | 50 |
|
2024
Q3 | $888K | Buy |
2,099
+360
| +21% | +$152K | 0.49% | 36 |
|
2024
Q2 | $680K | Buy |
1,739
+2
| +0.1% | +$782 | 0.57% | 31 |
|
2024
Q1 | $691K | Buy |
+1,737
| New | +$691K | 0.62% | 29 |
|