Francis Financial’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 | $304K | Hold |
691
| – | – | 0.07% | 74 |
|
|
2025
Q1 | $290K | Hold |
691
| – | – | 0.07% | 71 |
|
|
2024
Q4 | $294K | Hold |
691
| – | – | 0.07% | 74 |
|
|
2024
Q3 | $292K | Sell |
691
-160
| -19% | -$67.7K | 0.08% | 75 |
|
|
2024
Q2 | $333K | Hold |
851
| – | – | 0.1% | 61 |
|
|
2024
Q1 | $338K | Hold |
851
| – | – | 0.11% | 52 |
|
|
2023
Q4 | $321K | Hold |
851
| – | – | 0.14% | 45 |
|
|
2023
Q3 | $285K | Buy |
+851
| New | +$285K | 0.15% | 40 |
|