Financial Advocates Investment Management’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 | $393K | Sell |
892
-1,538
| -63% | -$677K | 0.03% | 420 |
|
|
2025
Q1 | $1.02M | Sell |
2,430
-371
| -13% | -$156K | 0.07% | 272 |
|
|
2024
Q4 | $1.19M | Buy |
2,801
+9
| +0.3% | +$3.83K | 0.07% | 260 |
|
|
2024
Q3 | $1.18M | Sell |
2,792
-97
| -3% | -$41K | 0.07% | 270 |
|
|
2024
Q2 | $1.13M | Sell |
2,889
-205
| -7% | -$80.2K | 0.07% | 263 |
|
|
2024
Q1 | $1.23M | Buy |
3,094
+263
| +9% | +$105K | 0.07% | 273 |
|
|
2023
Q4 | $1.07M | Buy |
2,831
+41
| +1% | +$15.5K | 0.07% | 270 |
|
|
2023
Q3 | $935K | Buy |
2,790
+34
| +1% | +$11.4K | 0.07% | 279 |
|
|
2023
Q2 | $948K | Sell |
2,756
-858
| -24% | -$295K | 0.07% | 278 |
|
|
2023
Q1 | $1.2M | Sell |
3,614
-62
| -2% | -$20.6K | 0.09% | 245 |
|
|
2022
Q4 | $1.22M | Buy |
3,676
+481
| +15% | +$159K | 0.09% | 243 |
|
|
2022
Q3 | $888K | Sell |
3,195
-1,110
| -26% | -$309K | 0.07% | 277 |
|
|
2022
Q2 | $1.33M | Sell |
4,305
-232
| -5% | -$71.5K | 0.11% | 217 |
|
|
2022
Q1 | $1.57M | Sell |
4,537
-13,637
| -75% | -$4.73M | 0.1% | 223 |
|
|
2021
Q4 | $6.6M | Buy |
18,174
+1,273
| +8% | +$463K | 0.42% | 43 |
|
|
2021
Q3 | $5.72M | Buy |
16,901
+14,811
| +709% | +$5.01M | 0.39% | 49 |
|
|
2021
Q2 | $664K | Sell |
2,090
-1,227
| -37% | -$390K | 0.04% | 407 |
|
|
2021
Q1 | $1.1M | Sell |
3,317
-97
| -3% | -$32K | 0.08% | 288 |
|
|
2020
Q4 | $1.04M | Sell |
3,414
-104
| -3% | -$31.8K | 0.07% | 292 |
|
|
2020
Q3 | $976K | Buy |
3,518
+952
| +37% | +$264K | 0.08% | 245 |
|
|
2020
Q2 | $662K | Buy |
2,566
+1,463
| +133% | +$377K | 0.06% | 301 |
|
|
2020
Q1 | $241K | Sell |
1,103
-13,460
| -92% | -$2.94M | 0.03% | 396 |
|
|
2019
Q4 | $4.15M | Buy |
14,563
+3,111
| +27% | +$887K | 0.44% | 52 |
|
|
2019
Q3 | $3.08M | Buy |
11,452
+931
| +9% | +$251K | 0.35% | 74 |
|
|
2019
Q2 | $2.8M | Buy |
10,521
+1,727
| +20% | +$459K | 0.32% | 76 |
|
|
2019
Q1 | $2.28M | Sell |
8,794
-164
| -2% | -$42.5K | 0.28% | 98 |
|
|
2018
Q4 | $2.09M | Sell |
8,958
-3,962
| -31% | -$924K | 0.29% | 100 |
|
|
2018
Q3 | $3.42M | Buy |
12,920
+7,937
| +159% | +$2.1M | 0.38% | 65 |
|
|
2018
Q2 | $1.21M | Buy |
4,983
+263
| +6% | +$63.9K | 0.15% | 146 |
|
|
2018
Q1 | $1.14M | Sell |
4,720
-1,463
| -24% | -$353K | 0.15% | 143 |
|
|
2017
Q4 | $1.53M | Buy |
+6,183
| New | +$1.53M | 0.21% | 104 |
|