Evermay 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 | $336K | Sell |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $367K | Hold |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $343K | Hold |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $287K | Hold |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $342K | Hold |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $275K | Hold |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $213K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
|