Founders Capital Management (Texas)’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 | $699K | Buy |
1,586
+354
| +29% | +$156K | 0.42% | 29 |
|
|
2025
Q1 | $517K | Sell |
1,232
-171
| -12% | -$71.8K | 0.33% | 34 |
|
|
2024
Q4 | $597K | Buy |
1,403
+10
| +0.7% | +$4.25K | 0.38% | 30 |
|
|
2024
Q3 | $589K | Buy |
1,393
+15
| +1% | +$6.35K | 0.36% | 33 |
|
|
2024
Q2 | $539K | Sell |
1,378
-4
| -0.3% | -$1.56K | 0.35% | 32 |
|
|
2024
Q1 | $550K | Buy |
1,382
+128
| +10% | +$50.9K | 0.37% | 30 |
|
|
2023
Q4 | $473K | Buy |
1,254
+218
| +21% | +$82.2K | 0.34% | 30 |
|
|
2023
Q3 | $347K | Buy |
1,036
+89
| +9% | +$29.8K | 0.27% | 35 |
|
|
2023
Q2 | $326K | Buy |
947
+57
| +6% | +$19.6K | 0.24% | 42 |
|
|
2023
Q1 | $296K | Buy |
890
+25
| +3% | +$8.32K | 0.23% | 45 |
|
|
2022
Q4 | $287K | Buy |
865
+18
| +2% | +$5.97K | 0.22% | 49 |
|
|
2022
Q3 | $243K | Sell |
847
-13
| -2% | -$3.73K | 0.2% | 53 |
|
|
2022
Q2 | $265K | Sell |
860
-79
| -8% | -$24.3K | 0.21% | 50 |
|
|
2022
Q1 | $341K | Hold |
939
| – | – | 0.22% | 47 |
|
|
2021
Q4 | $341K | Sell |
939
-22
| -2% | -$7.99K | 0.22% | 47 |
|
|
2021
Q3 | $325K | Sell |
961
-271
| -22% | -$91.6K | 0.22% | 48 |
|
|
2021
Q2 | $425K | Hold |
1,232
| – | – | 0.28% | 40 |
|
|
2021
Q1 | $407K | Hold |
1,232
| – | – | 0.29% | 37 |
|
|
2020
Q4 | $377K | Buy |
+1,232
| New | +$377K | 0.27% | 38 |
|
|
2020
Q1 | $397K | Sell |
1,812
-55
| -3% | -$12.1K | 0.41% | 33 |
|
|
2019
Q4 | $532K | Sell |
1,867
-53
| -3% | -$15.1K | 0.4% | 35 |
|
|
2019
Q3 | $517K | Hold |
1,920
| – | – | 0.41% | 36 |
|
|
2019
Q2 | $510K | Buy |
1,920
+88
| +5% | +$23.4K | 0.45% | 37 |
|
|
2019
Q1 | $475K | Sell |
1,832
-70
| -4% | -$18.2K | 0.45% | 38 |
|
|
2018
Q4 | $444K | Buy |
1,902
+220
| +13% | +$51.4K | 0.47% | 39 |
|
|
2018
Q3 | $445K | Hold |
1,682
| – | – | 0.37% | 45 |
|
|
2018
Q2 | $408K | Buy |
1,682
+20
| +1% | +$4.85K | 0.36% | 49 |
|
|
2018
Q1 | $401K | Hold |
1,662
| – | – | 0.34% | 58 |
|
|
2017
Q4 | $411K | Buy |
1,662
+35
| +2% | +$8.66K | 0.34% | 58 |
|
|
2017
Q3 | $364K | Sell |
1,627
-35
| -2% | -$7.83K | 0.3% | 61 |
|
|
2017
Q2 | $354K | Buy |
1,662
+72
| +5% | +$15.3K | 0.31% | 59 |
|
|
2017
Q1 | $328K | Buy |
+1,590
| New | +$328K | 0.29% | 60 |
|