Fortune Financial 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 | $1.21M | Buy |
2,753
+6
| +0.2% | +$2.64K | 0.98% | 33 |
|
|
2025
Q1 | $1.15M | Sell |
2,747
-450
| -14% | -$189K | 0.99% | 34 |
|
|
2024
Q4 | $1.36M | Buy |
3,197
+12
| +0.4% | +$5.11K | 1.24% | 26 |
|
|
2024
Q3 | $1.35M | Sell |
3,185
-10
| -0.3% | -$4.23K | 1.22% | 27 |
|
|
2024
Q2 | $1.25M | Sell |
3,195
-4
| -0.1% | -$1.57K | 0.77% | 42 |
|
|
2024
Q1 | $1.27M | Buy |
3,199
+7
| +0.2% | +$2.78K | 0.81% | 35 |
|
|
2023
Q4 | $1.2M | Sell |
3,192
-331
| -9% | -$125K | 0.84% | 39 |
|
|
2023
Q3 | $1.18M | Sell |
3,523
-28
| -0.8% | -$9.38K | 0.9% | 36 |
|
|
2023
Q2 | $1.22M | Buy |
+3,551
| New | +$1.22M | 0.92% | 37 |
|