Evercore Wealth Management’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 | $754K | Hold |
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|
2025
Q1 | $719K | Hold |
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|
2024
Q4 | $728K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $748K | Hold |
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|
2024
Q1 | $761K | Hold |
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|
2023
Q4 | $721K | Hold |
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|
2023
Q3 | $640K | Sell |
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|
2023
Q2 | $697K | Hold |
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|
2023
Q1 | $674K | Hold |
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|
2022
Q4 | $672K | Hold |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $703K | Buy |
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|
2021
Q4 | $711K | Hold |
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|
2021
Q3 | $662K | Hold |
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|
2021
Q2 | $675K | Hold |
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|
2021
Q1 | $646K | Sell |
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|
2020
Q4 | $647K | Sell |
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|
2020
Q3 | $993K | Hold |
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|
2020
Q2 | $922K | Hold |
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|
2020
Q1 | $785K | Sell |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $972K | Hold |
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|
2019
Q2 | $960K | Sell |
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|
2019
Q1 | $954K | Hold |
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|
2018
Q4 | $858K | Sell |
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|
2018
Q3 | $986K | Hold |
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|
2018
Q2 | $906K | Hold |
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|
2018
Q1 | $901K | Hold |
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|
2017
Q4 | $923K | Hold |
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|
2017
Q3 | $835K | Sell |
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|
2017
Q2 | $797K | Hold |
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|
2017
Q1 | $772K | Buy |
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|
2016
Q4 | $727K | Hold |
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|
2016
Q3 | $673K | Sell |
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|
2016
Q2 | $713K | Hold |
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|
2016
Q1 | $703K | Hold |
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|
2015
Q4 | $692K | Hold |
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|
2015
Q3 | $648K | Hold |
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|
2015
Q2 | $700K | Buy |
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|
2015
Q1 | $451K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $433K | Hold |
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|
2014
Q2 | $426K | Buy |
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|
2014
Q1 | $409K | Hold |
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|
2013
Q4 | $413K | Sell |
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|
2013
Q3 | $423K | Hold |
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|
2013
Q2 | $416K | Buy |
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