Forum Financial 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 | $398K | Buy |
904
+1
| +0.1% | +$441 | 0.01% | 509 |
|
|
2025
Q1 | $379K | Buy |
903
+165
| +22% | +$69.3K | 0.01% | 474 |
|
|
2024
Q4 | $314K | Sell |
738
-46
| -6% | -$19.6K | 0.01% | 588 |
|
|
2024
Q3 | $332K | Buy |
784
+6
| +0.8% | +$2.54K | 0.01% | 469 |
|
|
2024
Q2 | $304K | Sell |
778
-1,023
| -57% | -$400K | 0.01% | 471 |
|
|
2024
Q1 | $716K | Sell |
1,801
-1,093
| -38% | -$435K | 0.01% | 244 |
|
|
2023
Q4 | $1.09M | Sell |
2,894
-1,268
| -30% | -$478K | 0.02% | 154 |
|
|
2023
Q3 | $1.39M | Buy |
4,162
+1,966
| +90% | +$658K | 0.03% | 120 |
|
|
2023
Q2 | $755K | Buy |
+2,196
| New | +$755K | 0.02% | 201 |
|
|
2023
Q1 | – | Sell |
-716
| Closed | -$237K | – | 629 |
|
|
2022
Q4 | $237K | Buy |
+716
| New | +$237K | 0.01% | 484 |
|