Fortis Group 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 | $4.27M | Sell |
9,686
-3,898
| -29% | -$1.72M | 0.78% | 35 |
|
|
2025
Q1 | $5.7M | Sell |
13,584
-1,237
| -8% | -$519K | 1.11% | 26 |
|
|
2024
Q4 | $6.31M | Buy |
14,821
+1,624
| +12% | +$691K | 1.17% | 27 |
|
|
2024
Q3 | $5.58M | Buy |
13,197
+702
| +6% | +$297K | 1.03% | 31 |
|
|
2024
Q2 | $4.89M | Buy |
12,495
+1,048
| +9% | +$410K | 0.97% | 35 |
|
|
2024
Q1 | $4.55M | Buy |
11,447
+11,247
| +5,624% | +$4.47M | 0.84% | 37 |
|
|
2023
Q4 | $75.4K | Buy |
200
+100
| +100% | +$37.7K | 0.02% | 153 |
|
|
2023
Q3 | $33.5K | Sell |
100
-16,176
| -99% | -$5.42M | 0.01% | 151 |
|
|
2023
Q2 | $5.6M | Buy |
+16,276
| New | +$5.6M | 1.49% | 19 |
|
|
2020
Q3 | $27K | Buy |
+100
| New | +$27K | 0.01% | 236 |
|