Empirical 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 | $615K | Buy |
1,397
+57
| +4% | +$25.1K | 0.01% | 387 |
|
|
2025
Q1 | $563K | Hold |
1,340
| – | – | 0.01% | 384 |
|
|
2024
Q4 | $570K | Buy |
1,340
+35
| +3% | +$14.9K | 0.02% | 362 |
|
|
2024
Q3 | $552K | Sell |
1,305
-4
| -0.3% | -$1.69K | 0.02% | 351 |
|
|
2024
Q2 | $512K | Buy |
1,309
+4
| +0.3% | +$1.57K | 0.02% | 353 |
|
|
2024
Q1 | $519K | Sell |
1,305
-468
| -26% | -$186K | 0.02% | 335 |
|
|
2023
Q4 | $668K | Buy |
1,773
+164
| +10% | +$61.8K | 0.02% | 280 |
|
|
2023
Q3 | $539K | Buy |
1,609
+200
| +14% | +$67K | 0.02% | 294 |
|
|
2023
Q2 | $485K | Sell |
1,409
-367
| -21% | -$126K | 0.02% | 311 |
|
|
2023
Q1 | $591K | Buy |
1,776
+338
| +24% | +$112K | 0.03% | 305 |
|
|
2022
Q4 | $477K | Hold |
1,438
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $413K | Sell |
1,438
-463
| -24% | -$133K | 0.02% | 330 |
|
|
2022
Q2 | $585K | Sell |
1,901
-119
| -6% | -$36.6K | 0.03% | 271 |
|
|
2022
Q1 | $701K | Sell |
2,020
-10
| -0.5% | -$3.47K | 0.04% | 269 |
|
|
2021
Q4 | $738K | Buy |
2,030
+98
| +5% | +$35.6K | 0.04% | 269 |
|
|
2021
Q3 | $654K | Sell |
1,932
-25
| -1% | -$8.46K | 0.04% | 247 |
|
|
2021
Q2 | $675K | Buy |
1,957
+397
| +25% | +$137K | 0.04% | 240 |
|
|
2021
Q1 | $515K | Sell |
1,560
-111
| -7% | -$36.6K | 0.04% | 244 |
|
|
2020
Q4 | $511K | Buy |
1,671
+330
| +25% | +$101K | 0.04% | 247 |
|
|
2020
Q3 | $372K | Sell |
1,341
-177
| -12% | -$49.1K | 0.03% | 251 |
|
|
2020
Q2 | $391K | Sell |
1,518
-110
| -7% | -$28.3K | 0.04% | 239 |
|
|
2020
Q1 | $357K | Sell |
1,628
-161
| -9% | -$35.3K | 0.04% | 224 |
|
|
2019
Q4 | $510K | Buy |
1,789
+365
| +26% | +$104K | 0.06% | 183 |
|
|
2019
Q3 | $383K | Buy |
1,424
+205
| +17% | +$55.1K | 0.05% | 199 |
|
|
2019
Q2 | $324K | Sell |
1,219
-156
| -11% | -$41.5K | 0.04% | 196 |
|
|
2019
Q1 | $356K | Sell |
1,375
-915
| -40% | -$237K | 0.05% | 170 |
|
|
2018
Q4 | $534K | Sell |
2,290
-400
| -15% | -$93.3K | 0.09% | 115 |
|
|
2018
Q3 | $711K | Buy |
2,690
+493
| +22% | +$130K | 0.13% | 93 |
|
|
2018
Q2 | $533K | Hold |
2,197
| – | – | 0.1% | 104 |
|
|
2018
Q1 | $530K | Buy |
+2,197
| New | +$530K | 0.1% | 94 |
|