EP Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
|
|||||
|
2025
Q1 | $6.04M | Sell |
|
|||||
|
2024
Q4 | $6.62M | Sell |
|
|||||
|
2024
Q3 | $7.26M | Buy |
|
|||||
|
2024
Q2 | $6.61M | Sell |
|
|||||
|
2024
Q1 | $7.32M | Sell |
|
|||||
|
2023
Q4 | $7.71M | Sell |
|
|||||
|
2023
Q3 | $7.08M | Buy |
|
|||||
|
2023
Q2 | $7.6M | Sell |
|
|||||
|
2023
Q1 | $6.08M | Buy |
|
|||||
|
2022
Q4 | $7.14M | Buy |
|
|||||
|
2022
Q3 | $5.46M | Sell |
|
|||||
|
2022
Q2 | $6.12M | Buy |
|
|||||
|
2022
Q1 | $991K | Buy |
|
|||||
|
2021
Q4 | $447K | Buy |
|
|||||
|
2021
Q3 | $281K | Buy |
|
|||||
|
2021
Q2 | $257K | Buy |
|
|||||
|
2021
Q1 | $213K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $698K | Sell |
|
|||||
|
2018
Q4 | $653K | Buy |
|
|||||
|
2018
Q3 | $562K | Hold |
|
|||||
|
2018
Q2 | $516K | Hold |
|
|||||
|
2018
Q1 | $513K | Sell |
|
|||||
|
2017
Q4 | $542K | Buy |
|
|||||
|
2017
Q3 | $476K | Hold |
|
|||||
|
2017
Q2 | $453K | Buy |
|
|||||
|
2017
Q1 | $424K | Sell |
|
|||||
|
2016
Q4 | $409K | Sell |
|
|||||
|
2016
Q3 | $512K | Buy |
|
|||||
|
2016
Q2 | $500K | Buy |
|
|||||
|
2016
Q1 | $475K | Buy |
|