Everhart Financial Group’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 | $405K | Buy |
918
+300
| +49% | +$132K | 0.05% | 255 |
|
|
2025
Q1 | $259K | Hold |
618
| – | – | 0.04% | 292 |
|
|
2024
Q4 | $263K | Hold |
618
| – | – | 0.05% | 272 |
|
|
2024
Q3 | $261K | Hold |
618
| – | – | 0.06% | 278 |
|
|
2024
Q2 | $242K | Hold |
618
| – | – | 0.06% | 258 |
|
|
2024
Q1 | $246K | Hold |
618
| – | – | 0.07% | 240 |
|
|
2023
Q4 | $233K | Buy |
+618
| New | +$233K | 0.08% | 216 |
|