FOCUS Wealth 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 | $10.7M | Buy |
24,252
+267
| +1% | +$118K | 5.55% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
23,985
-80
| -0.3% | -$33.6K | 5.57% | 5 |
|
|
2024
Q4 | $10.2M | Buy |
24,065
+574
| +2% | +$244K | 5.43% | 5 |
|
|
2024
Q3 | $9.94M | Sell |
23,491
-138
| -0.6% | -$58.4K | 4.96% | 5 |
|
|
2024
Q2 | $9.24M | Buy |
23,629
+1,588
| +7% | +$621K | 4.74% | 5 |
|
|
2024
Q1 | $8.77M | Buy |
22,041
+4,309
| +24% | +$1.71M | 4.69% | 5 |
|
|
2023
Q4 | $6.68M | Buy |
17,732
+2,813
| +19% | +$1.06M | 4.23% | 5 |
|
|
2023
Q3 | $5M | Buy |
+14,919
| New | +$5M | 3.47% | 5 |
|