Elevation Wealth Partners’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 | $187K | Hold |
424
| – | – | 0.07% | 115 |
|
|
2025
Q1 | $178K | Sell |
424
-26
| -6% | -$10.9K | 0.08% | 121 |
|
|
2024
Q4 | $191K | Sell |
450
-12
| -3% | -$5.11K | 0.08% | 113 |
|
|
2024
Q3 | $195K | Hold |
462
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $181K | Buy |
462
+244
| +112% | +$95.4K | 0.09% | 114 |
|
|
2024
Q1 | $86.7K | Sell |
218
-105
| -33% | -$41.8K | 0.04% | 170 |
|
|
2023
Q4 | $108K | Hold |
323
| – | – | 0.06% | 145 |
|
|
2023
Q3 | $108K | Sell |
323
-20
| -6% | -$6.7K | 0.09% | 87 |
|
|
2023
Q2 | $118K | Hold |
343
| – | – | 0.1% | 86 |
|
|
2023
Q1 | $114K | Buy |
+343
| New | +$114K | 0.1% | 90 |
|