Forum Financial Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Buy |
|
|||||
|
2025
Q2 | $398K | Buy |
|
|||||
|
2025
Q1 | $379K | Buy |
|
|||||
|
2024
Q4 | $314K | Sell |
|
|||||
|
2024
Q3 | $332K | Buy |
|
|||||
|
2024
Q2 | $304K | Sell |
|
|||||
|
2024
Q1 | $716K | Sell |
|
|||||
|
2023
Q4 | $1.09M | Sell |
|
|||||
|
2023
Q3 | $1.39M | Buy |
|
|||||
|
2023
Q2 | $755K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $237K | Buy |
|