EWA
EverSource Wealth Advisors’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 | $472K | Buy |
1,071
+29
| +3% | +$12.8K | 0.02% | 478 |
|
|
2025
Q1 | $438K | Sell |
1,042
-709
| -40% | -$298K | 0.02% | 411 |
|
|
2024
Q4 | $745K | Buy |
1,751
+474
| +37% | +$202K | 0.04% | 293 |
|
|
2024
Q3 | $540K | Hold |
1,277
| – | – | 0.03% | 311 |
|
|
2024
Q2 | $522K | Buy |
1,277
+1
| +0.1% | +$408 | 0.03% | 304 |
|
|
2024
Q1 | $482K | Buy |
1,276
+2
| +0.2% | +$756 | 0.04% | 274 |
|
|
2023
Q4 | $480K | Buy |
1,274
+2
| +0.2% | +$754 | 0.04% | 251 |
|
|
2023
Q3 | $426K | Buy |
1,272
+1
| +0.1% | +$335 | 0.05% | 248 |
|
|
2023
Q2 | $437K | Sell |
1,271
-2
| -0.2% | -$688 | 0.05% | 248 |
|
|
2023
Q1 | $423K | Sell |
1,273
-199
| -14% | -$66.2K | 0.05% | 243 |
|
|
2022
Q4 | $488K | Buy |
1,472
+2
| +0.1% | +$663 | 0.07% | 200 |
|
|
2022
Q3 | $422K | Sell |
1,470
-79
| -5% | -$22.7K | 0.1% | 194 |
|
|
2022
Q2 | $477K | Sell |
1,549
-46
| -3% | -$14.2K | 0.12% | 154 |
|
|
2022
Q1 | $553K | Buy |
1,595
+245
| +18% | +$84.9K | 0.14% | 137 |
|
|
2021
Q4 | $491K | Buy |
+1,350
| New | +$491K | 0.14% | 118 |
|