Foundations Investment 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 | $915K | Sell |
2,076
-583
| -22% | -$257K | 0.01% | 455 |
|
|
2025
Q1 | $1.12M | Sell |
2,659
-3,267
| -55% | -$1.37M | 0.02% | 383 |
|
|
2024
Q4 | $2.52M | Buy |
5,926
+3,277
| +124% | +$1.39M | 0.05% | 254 |
|
|
2024
Q3 | $1.12M | Buy |
2,649
+35
| +1% | +$14.8K | 0.02% | 345 |
|
|
2024
Q2 | $1.02M | Sell |
2,614
-675
| -21% | -$264K | 0.02% | 333 |
|
|
2024
Q1 | $1.31M | Sell |
3,289
-7,153
| -69% | -$2.85M | 0.03% | 280 |
|
|
2023
Q4 | $4.02M | Sell |
10,442
-6,805
| -39% | -$2.62M | 0.11% | 144 |
|
|
2023
Q3 | $5.78M | Buy |
17,247
+15,993
| +1,275% | +$5.36M | 0.18% | 101 |
|
|
2023
Q2 | $431K | Buy |
1,254
+422
| +51% | +$145K | 0.01% | 391 |
|
|
2023
Q1 | $277K | Buy |
832
+93
| +13% | +$30.9K | 0.01% | 413 |
|
|
2022
Q4 | $245K | Sell |
739
-37
| -5% | -$12.3K | 0.01% | 380 |
|
|
2022
Q3 | $223K | Buy |
776
+93
| +14% | +$26.7K | 0.01% | 361 |
|
|
2022
Q2 | $212K | Sell |
683
-6,349
| -90% | -$1.97M | 0.01% | 359 |
|
|
2022
Q1 | $2.42M | Buy |
+7,032
| New | +$2.42M | 0.09% | 86 |
|