Financial Engines Advisors’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 | $830K | Buy |
1,885
+276
| +17% | +$122K | ﹤0.01% | 312 |
|
|
2025
Q1 | $676K | Sell |
1,609
-120
| -7% | -$50.4K | ﹤0.01% | 298 |
|
|
2024
Q4 | $736K | Buy |
1,729
+12
| +0.7% | +$5.11K | ﹤0.01% | 291 |
|
|
2024
Q3 | $729K | Buy |
1,717
+31
| +2% | +$13.2K | ﹤0.01% | 255 |
|
|
2024
Q2 | $661K | Buy |
1,686
+410
| +32% | +$161K | ﹤0.01% | 238 |
|
|
2024
Q1 | $509K | Sell |
1,276
-120
| -9% | -$47.8K | ﹤0.01% | 244 |
|
|
2023
Q4 | $527K | Buy |
1,396
+559
| +67% | +$211K | ﹤0.01% | 227 |
|
|
2023
Q3 | $281K | Hold |
837
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $288K | Sell |
837
-137
| -14% | -$47.2K | ﹤0.01% | 251 |
|
|
2023
Q1 | $325K | Buy |
974
+29
| +3% | +$9.67K | ﹤0.01% | 235 |
|
|
2022
Q4 | $314K | Sell |
945
-223
| -19% | -$74.1K | ﹤0.01% | 246 |
|
|
2022
Q3 | $336K | Buy |
1,168
+85
| +8% | +$24.5K | ﹤0.01% | 229 |
|
|
2022
Q2 | $334K | Sell |
1,083
-625
| -37% | -$193K | ﹤0.01% | 240 |
|
|
2022
Q1 | $594K | Buy |
1,708
+143
| +9% | +$49.7K | ﹤0.01% | 189 |
|
|
2021
Q4 | $570K | Buy |
1,565
+30
| +2% | +$10.9K | ﹤0.01% | 150 |
|
|
2021
Q3 | $520K | Buy |
1,535
+473
| +45% | +$160K | ﹤0.01% | 167 |
|
|
2021
Q2 | $367K | Sell |
1,062
-117
| -10% | -$40.4K | ﹤0.01% | 162 |
|
|
2021
Q1 | $390K | Buy |
1,179
+124
| +12% | +$41K | ﹤0.01% | 183 |
|
|
2020
Q4 | $323K | Sell |
1,055
-256
| -20% | -$78.4K | ﹤0.01% | 197 |
|
|
2020
Q3 | $364K | Buy |
1,311
+132
| +11% | +$36.7K | ﹤0.01% | 173 |
|
|
2020
Q2 | $305K | Buy |
+1,179
| New | +$305K | ﹤0.01% | 160 |
|