Evensky & Katz’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 | $213K | Hold |
483
| – | – | 0.01% | 64 |
|
|
2025
Q1 | $203K | Sell |
483
-148
| -23% | -$62.2K | 0.01% | 69 |
|
|
2024
Q4 | $268K | Sell |
631
-34
| -5% | -$14.4K | 0.02% | 68 |
|
|
2024
Q3 | $281K | Sell |
665
-77
| -10% | -$32.5K | 0.02% | 69 |
|
|
2024
Q2 | $290K | Buy |
742
+3
| +0.4% | +$1.17K | 0.02% | 67 |
|
|
2024
Q1 | $294K | Buy |
739
+6
| +0.8% | +$2.39K | 0.02% | 68 |
|
|
2023
Q4 | $276K | Buy |
733
+29
| +4% | +$10.9K | 0.02% | 67 |
|
|
2023
Q3 | $236K | Buy |
704
+3
| +0.4% | +$1.01K | 0.02% | 67 |
|
|
2023
Q2 | $241K | Buy |
701
+3
| +0.4% | +$1.03K | 0.02% | 65 |
|
|
2023
Q1 | $232K | Buy |
698
+4
| +0.6% | +$1.33K | 0.02% | 63 |
|
|
2022
Q4 | $230K | Buy |
694
+1
| +0.1% | +$331 | 0.02% | 65 |
|
|
2022
Q3 | $199K | Hold |
693
| – | – | 0.02% | 64 |
|
|
2022
Q2 | $213K | Hold |
693
| – | – | 0.02% | 63 |
|
|
2022
Q1 | $240K | Sell |
693
-96
| -12% | -$33.2K | 0.02% | 59 |
|
|
2021
Q4 | $287K | Hold |
789
| – | – | 0.03% | 54 |
|
|
2021
Q3 | $267K | Hold |
789
| – | – | 0.03% | 53 |
|
|
2021
Q2 | $272K | Hold |
789
| – | – | 0.03% | 54 |
|
|
2021
Q1 | $261K | Sell |
789
-75
| -9% | -$24.8K | 0.03% | 55 |
|
|
2020
Q4 | $264K | Hold |
864
| – | – | 0.03% | 52 |
|
|
2020
Q3 | $240K | Hold |
864
| – | – | 0.03% | 57 |
|
|
2020
Q2 | $223K | Hold |
864
| – | – | 0.03% | 59 |
|
|
2020
Q1 | $189K | Hold |
864
| – | – | 0.03% | 66 |
|
|
2019
Q4 | $246K | Sell |
864
-211
| -20% | -$60.1K | 0.03% | 64 |
|
|
2019
Q3 | $289K | Buy |
1,075
+1
| +0.1% | +$269 | 0.04% | 73 |
|
|
2019
Q2 | $286K | Buy |
1,074
+1
| +0.1% | +$266 | 0.04% | 74 |
|
|
2019
Q1 | $278K | Buy |
+1,073
| New | +$278K | 0.04% | 71 |
|