Essex Financial Services’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 | $2.1M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.25M | Sell |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.84M | Buy |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.24M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $900K | Buy |
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|
2020
Q3 | $706K | Buy |
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|
2020
Q2 | $466K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $430K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $312K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $212K | Hold |
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|
2016
Q1 | $209K | Sell |
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|
2015
Q4 | $235K | Hold |
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|
2015
Q3 | $220K | Buy |
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|
2015
Q2 | $221K | Sell |
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|
2015
Q1 | $276K | Buy |
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|
2014
Q4 | $232K | Buy |
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