Forvis Mazars Wealth 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 | $533K | Sell |
1,209
-4,060
| -77% | -$1.79M | 0.01% | 275 |
|
|
2025
Q1 | $2.21M | Sell |
5,269
-39
| -0.7% | -$16.4K | 0.05% | 144 |
|
|
2024
Q4 | $2.26M | Buy |
5,308
+202
| +4% | +$85.9K | 0.05% | 151 |
|
|
2024
Q3 | $2.16M | Sell |
5,106
-1,639
| -24% | -$693K | 0.05% | 158 |
|
|
2024
Q2 | $2.64M | Sell |
6,745
-1,819
| -21% | -$711K | 0.07% | 135 |
|
|
2024
Q1 | $3.41M | Buy |
8,564
+220
| +3% | +$87.5K | 0.09% | 114 |
|
|
2023
Q4 | $3.14M | Sell |
8,344
-380
| -4% | -$143K | 0.09% | 116 |
|
|
2023
Q3 | $2.92M | Buy |
8,724
+4,247
| +95% | +$1.42M | 0.09% | 117 |
|
|
2023
Q2 | $1.54M | Sell |
4,477
-184
| -4% | -$63.3K | 0.05% | 188 |
|
|
2023
Q1 | $1.55M | Sell |
4,661
-10
| -0.2% | -$3.33K | 0.05% | 169 |
|
|
2022
Q4 | $1.55M | Sell |
4,671
-52
| -1% | -$17.2K | 0.05% | 166 |
|
|
2022
Q3 | $1.36M | Sell |
4,723
-100
| -2% | -$28.7K | 0.05% | 171 |
|
|
2022
Q2 | $1.49M | Buy |
4,823
+3,803
| +373% | +$1.17M | 0.06% | 158 |
|
|
2022
Q1 | $354K | Buy |
+1,020
| New | +$354K | 0.02% | 221 |
|
|
2021
Q2 | – | Sell |
-920
| Closed | -$304K | – | 267 |
|
|
2021
Q1 | $304K | Hold |
920
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $281K | Buy |
+920
| New | +$281K | 0.01% | 297 |
|