Fogel Capital 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 | $722K | Hold |
1,638
| – | – | 0.38% | 31 |
|
|
2025
Q1 | $688K | Hold |
1,638
| – | – | 0.37% | 30 |
|
|
2024
Q4 | $697K | Sell |
1,638
-52
| -3% | -$22.1K | 0.35% | 27 |
|
|
2024
Q3 | $715K | Buy |
1,690
+2
| +0.1% | +$846 | 0.37% | 27 |
|
|
2024
Q2 | $660K | Hold |
1,688
| – | – | 0.35% | 26 |
|
|
2024
Q1 | $653K | Hold |
1,688
| – | – | 0.38% | 25 |
|
|
2023
Q4 | $654K | Buy |
+1,688
| New | +$654K | 0.5% | 22 |
|