Embree Financial Group’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
$1.9M Buy
4,306
+9
+0.2% +$3.97K 0.29% 69
2025
Q1
$1.8M Buy
4,297
+13
+0.3% +$5.46K 0.3% 67
2024
Q4
$1.82M Buy
4,284
+8
+0.2% +$3.4K 0.31% 61
2024
Q3
$1.81M Sell
4,276
-5
-0.1% -$2.12K 0.32% 61
2024
Q2
$1.67M Sell
4,281
-389
-8% -$152K 0.32% 61
2024
Q1
$1.86M Buy
4,670
+127
+3% +$50.5K 0.36% 58
2023
Q4
$1.71M Buy
+4,543
New +$1.71M 0.36% 60