Focus Partners 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 | $20.8M | Buy |
47,189
+353
| +0.8% | +$156K | 0.05% | 349 |
|
|
2025
Q1 | $19.7M | Sell |
46,836
-1,822
| -4% | -$765K | 0.05% | 330 |
|
|
2024
Q4 | $20.7M | Buy |
48,658
+27,223
| +127% | +$11.6M | 0.05% | 314 |
|
|
2024
Q3 | $8.69M | Sell |
21,435
-10,099
| -32% | -$4.09M | 0.03% | 435 |
|
|
2024
Q2 | $12.3M | Buy |
31,534
+7,947
| +34% | +$3.11M | 0.04% | 329 |
|
|
2024
Q1 | $9.38M | Buy |
23,587
+21,872
| +1,275% | +$8.7M | 0.08% | 225 |
|
|
2023
Q4 | $646K | Buy |
+1,715
| New | +$646K | 0.01% | 531 |
|