EWM
Evercore Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Hold |
1,712
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $719K | Hold |
1,712
| – | – | 0.01% | 239 |
|
|
2024
Q4 | $728K | Hold |
1,712
| – | – | 0.01% | 243 |
|
|
2024
Q3 | $724K | Sell |
1,712
-200
| -10% | -$84.6K | 0.01% | 247 |
|
|
2024
Q2 | $748K | Hold |
1,912
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $761K | Hold |
1,912
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $721K | Hold |
1,912
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $640K | Sell |
1,912
-115
| -6% | -$38.5K | 0.01% | 244 |
|
|
2023
Q2 | $697K | Hold |
2,027
| – | – | 0.01% | 242 |
|
|
2023
Q1 | $674K | Hold |
2,027
| – | – | 0.01% | 242 |
|
|
2022
Q4 | $672K | Hold |
2,027
| – | – | 0.01% | 245 |
|
|
2022
Q3 | $582K | Hold |
2,027
| – | – | 0.01% | 246 |
|
|
2022
Q2 | $624K | Hold |
2,027
| – | – | 0.01% | 249 |
|
|
2022
Q1 | $703K | Buy |
2,027
+70
| +4% | +$24.3K | 0.01% | 255 |
|
|
2021
Q4 | $711K | Hold |
1,957
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $662K | Hold |
1,957
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $675K | Hold |
1,957
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $646K | Sell |
1,957
-160
| -8% | -$52.8K | 0.01% | 264 |
|
|
2020
Q4 | $647K | Sell |
2,117
-1,460
| -41% | -$446K | 0.01% | 258 |
|
|
2020
Q3 | $993K | Hold |
3,577
| – | – | 0.02% | 195 |
|
|
2020
Q2 | $922K | Hold |
3,577
| – | – | 0.02% | 194 |
|
|
2020
Q1 | $785K | Sell |
3,577
-35
| -1% | -$7.68K | 0.03% | 201 |
|
|
2019
Q4 | $1.03M | Hold |
3,612
| – | – | 0.03% | 199 |
|
|
2019
Q3 | $972K | Hold |
3,612
| – | – | 0.03% | 207 |
|
|
2019
Q2 | $960K | Sell |
3,612
-69
| -2% | -$18.3K | 0.03% | 208 |
|
|
2019
Q1 | $954K | Hold |
3,681
| – | – | 0.03% | 203 |
|
|
2018
Q4 | $858K | Sell |
3,681
-50
| -1% | -$11.7K | 0.03% | 193 |
|
|
2018
Q3 | $986K | Hold |
3,731
| – | – | 0.03% | 199 |
|
|
2018
Q2 | $906K | Hold |
3,731
| – | – | 0.03% | 212 |
|
|
2018
Q1 | $901K | Hold |
3,731
| – | – | 0.03% | 193 |
|
|
2017
Q4 | $923K | Hold |
3,731
| – | – | 0.03% | 195 |
|
|
2017
Q3 | $835K | Sell |
3,731
-11
| -0.3% | -$2.46K | 0.03% | 192 |
|
|
2017
Q2 | $797K | Hold |
3,742
| – | – | 0.03% | 198 |
|
|
2017
Q1 | $772K | Buy |
3,742
+62
| +2% | +$12.8K | 0.03% | 209 |
|
|
2016
Q4 | $727K | Hold |
3,680
| – | – | 0.03% | 214 |
|
|
2016
Q3 | $673K | Sell |
3,680
-300
| -8% | -$54.9K | 0.03% | 216 |
|
|
2016
Q2 | $713K | Hold |
3,980
| – | – | 0.03% | 201 |
|
|
2016
Q1 | $703K | Hold |
3,980
| – | – | 0.03% | 205 |
|
|
2015
Q4 | $692K | Hold |
3,980
| – | – | 0.03% | 217 |
|
|
2015
Q3 | $648K | Hold |
3,980
| – | – | 0.03% | 225 |
|
|
2015
Q2 | $700K | Buy |
3,980
+1,440
| +57% | +$253K | 0.03% | 233 |
|
|
2015
Q1 | $451K | Buy |
+2,540
| New | +$451K | 0.02% | 291 |
|
|
2014
Q4 | – | Sell |
-2,540
| Closed | -$433K | – | 882 |
|
|
2014
Q3 | $433K | Hold |
2,540
| – | – | 0.02% | 285 |
|
|
2014
Q2 | $426K | Buy |
2,540
+50
| +2% | +$8.39K | 0.02% | 290 |
|
|
2014
Q1 | $409K | Hold |
2,490
| – | – | 0.02% | 283 |
|
|
2013
Q4 | $413K | Sell |
2,490
-310
| -11% | -$51.4K | 0.02% | 285 |
|
|
2013
Q3 | $423K | Hold |
2,800
| – | – | 0.02% | 298 |
|
|
2013
Q2 | $416K | Buy |
+2,800
| New | +$416K | 0.02% | 302 |
|