Enzi Wealth’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 | $565K | Sell |
1,274
-3
| -0.2% | -$1.33K | 0.21% | 35 |
|
|
2025
Q1 | $512K | Hold |
1,277
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $564K | Sell |
1,277
-2
| -0.2% | -$883 | 0.21% | 35 |
|
|
2024
Q3 | $551K | Sell |
1,279
-242
| -16% | -$104K | 0.22% | 34 |
|
|
2024
Q2 | $599K | Sell |
1,521
-70
| -4% | -$27.6K | 0.26% | 29 |
|
|
2024
Q1 | $600K | Sell |
1,591
-28
| -2% | -$10.6K | 0.28% | 26 |
|
|
2023
Q4 | $620K | Sell |
1,619
-104
| -6% | -$39.8K | 0.3% | 25 |
|
|
2023
Q3 | $580K | Sell |
1,723
-347
| -17% | -$117K | 0.31% | 25 |
|
|
2023
Q2 | $712K | Sell |
2,070
-1,426
| -41% | -$490K | 0.36% | 24 |
|
|
2023
Q1 | $1.19M | Sell |
3,496
-1,983
| -36% | -$674K | 0.61% | 21 |
|
|
2022
Q4 | $1.85M | Sell |
5,479
-595
| -10% | -$201K | 0.88% | 21 |
|
|
2022
Q3 | $2.05M | Buy |
+6,074
| New | +$2.05M | 1.01% | 19 |
|