Forvis Mazars Wealth Advisors’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 | $561K | Hold |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.64M | Sell |
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|
2024
Q1 | $3.41M | Buy |
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|
2023
Q4 | $3.14M | Sell |
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|
2023
Q3 | $2.92M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.55M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $304K | Hold |
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|
2020
Q4 | $281K | Buy |
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