Fingerlakes Wealth 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 | $3.12M | Sell |
7,083
-78
| -1% | -$34.4K | 2.33% | 11 |
|
|
2025
Q1 | $3.01M | Sell |
7,161
-8
| -0.1% | -$3.36K | 2.56% | 10 |
|
|
2024
Q4 | $3.05M | Sell |
7,169
-12
| -0.2% | -$5.11K | 2.46% | 10 |
|
|
2024
Q3 | $3.04M | Buy |
7,181
+21
| +0.3% | +$8.89K | 2.53% | 10 |
|
|
2024
Q2 | $2.8M | Sell |
7,160
-3
| -0% | -$1.17K | 2.51% | 8 |
|
|
2024
Q1 | $2.85M | Buy |
7,163
+29
| +0.4% | +$11.5K | 2.75% | 7 |
|
|
2023
Q4 | $2.69M | Buy |
7,134
+136
| +2% | +$51.3K | 2.89% | 7 |
|
|
2023
Q3 | $2.34M | Sell |
6,998
-147
| -2% | -$49.2K | 2.86% | 7 |
|
|
2023
Q2 | $2.46M | Buy |
7,145
+111
| +2% | +$38.2K | 2.81% | 7 |
|
|
2023
Q1 | $2.34M | Buy |
7,034
+23
| +0.3% | +$7.65K | 2.92% | 7 |
|
|
2022
Q4 | $2.32M | Buy |
7,011
+12
| +0.2% | +$3.98K | 3.19% | 7 |
|
|
2022
Q3 | $2.01M | Buy |
6,999
+69
| +1% | +$19.8K | 2.93% | 7 |
|
|
2022
Q2 | $2.13M | Buy |
6,930
+123
| +2% | +$37.9K | 2.92% | 7 |
|
|
2022
Q1 | $2.36M | Buy |
6,807
+52
| +0.8% | +$18K | 2.76% | 6 |
|
|
2021
Q4 | $2.45M | Buy |
+6,755
| New | +$2.45M | 2.76% | 6 |
|