Evoke Wealth’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 | $1.67M | Buy |
3,789
+798
| +27% | +$353K | 0.04% | 175 |
|
|
2025
Q1 | $1.26M | Sell |
2,991
-79
| -3% | -$33.2K | 0.03% | 173 |
|
|
2024
Q4 | $1.31M | Sell |
3,070
-358
| -10% | -$153K | 0.04% | 168 |
|
|
2024
Q3 | $1.45M | Buy |
+3,428
| New | +$1.45M | 0.04% | 154 |
|
|
2024
Q2 | – | Sell |
-3,312
| Closed | -$1.32M | – | 177 |
|
|
2024
Q1 | $1.32M | Buy |
+3,312
| New | +$1.32M | 0.04% | 150 |
|
|
2023
Q4 | – | Sell |
-4,395
| Closed | -$1.48M | – | 160 |
|
|
2023
Q3 | $1.48M | Sell |
4,395
-220
| -5% | -$73.9K | 0.05% | 140 |
|
|
2023
Q2 | $1.59M | Sell |
4,615
-82
| -2% | -$28.3K | 0.06% | 126 |
|
|
2023
Q1 | $1.57M | Buy |
4,697
+17
| +0.4% | +$5.67K | 0.06% | 126 |
|
|
2022
Q4 | $1.55M | Buy |
4,680
+948
| +25% | +$315K | 0.06% | 129 |
|
|
2022
Q3 | $1.08M | Buy |
3,732
+16
| +0.4% | +$4.61K | 0.04% | 147 |
|
|
2022
Q2 | $1.15M | Buy |
3,716
+17
| +0.5% | +$5.24K | 0.04% | 149 |
|
|
2022
Q1 | $1.29M | Buy |
3,699
+15
| +0.4% | +$5.22K | 0.04% | 152 |
|
|
2021
Q4 | $1.34M | Buy |
3,684
+16
| +0.4% | +$5.82K | 0.04% | 151 |
|
|
2021
Q3 | $1.24M | Sell |
3,668
-86
| -2% | -$29.1K | 0.05% | 154 |
|
|
2021
Q2 | $1.3M | Buy |
3,754
+15
| +0.4% | +$5.18K | 0.05% | 153 |
|
|
2021
Q1 | $1.24M | Buy |
3,739
+81
| +2% | +$26.8K | 0.06% | 139 |
|
|
2020
Q4 | $1.12M | Buy |
3,658
+16
| +0.4% | +$4.9K | 0.08% | 86 |
|
|
2020
Q3 | $1.01M | Buy |
3,642
+396
| +12% | +$110K | 0.08% | 84 |
|
|
2020
Q2 | $839K | Buy |
3,246
+2,945
| +978% | +$761K | 0.08% | 77 |
|
|
2020
Q1 | $66.2K | Sell |
301
-525
| -64% | -$115K | 0.01% | 311 |
|
|
2019
Q4 | $236K | Buy |
826
+525
| +174% | +$150K | 0.03% | 200 |
|
|
2019
Q3 | $81.2K | Buy |
+301
| New | +$81.2K | 0.01% | 403 |
|