EverSource Wealth Advisors’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 | $472K | Buy |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q4 | $480K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $477K | Sell |
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|
2022
Q1 | $553K | Buy |
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|
2021
Q4 | $491K | Buy |
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