Frank Rimerman 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 | $6.31M | Sell |
14,313
-124
| -0.9% | -$54.6K | 0.42% | 35 |
|
|
2025
Q1 | $6.06M | Sell |
14,437
-167
| -1% | -$70.1K | 0.48% | 31 |
|
|
2024
Q4 | $6.21M | Buy |
14,604
+149
| +1% | +$63.4K | 0.45% | 30 |
|
|
2024
Q3 | $6.12M | Sell |
14,455
-58
| -0.4% | -$24.5K | 0.43% | 33 |
|
|
2024
Q2 | $5.68M | Sell |
14,513
-77
| -0.5% | -$30.1K | 0.4% | 32 |
|
|
2024
Q1 | $5.8M | Buy |
14,590
+637
| +5% | +$253K | 1.12% | 16 |
|
|
2023
Q4 | $5.26M | Buy |
13,953
+342
| +3% | +$129K | 1.1% | 17 |
|
|
2023
Q3 | $4.56M | Buy |
13,611
+1,454
| +12% | +$487K | 1.1% | 18 |
|
|
2023
Q2 | $4.18M | Buy |
12,157
+689
| +6% | +$237K | 1% | 19 |
|
|
2023
Q1 | $3.81M | Buy |
11,468
+1,027
| +10% | +$342K | 1.05% | 18 |
|
|
2022
Q4 | $3.46M | Sell |
10,441
-1,868
| -15% | -$619K | 1.08% | 17 |
|
|
2022
Q3 | $3.54M | Sell |
12,309
-77
| -0.6% | -$22.1K | 1.28% | 17 |
|
|
2022
Q2 | $3.81M | Sell |
12,386
-3,015
| -20% | -$928K | 1.46% | 17 |
|
|
2022
Q1 | $5.34M | Sell |
15,401
-152
| -1% | -$52.7K | 1.71% | 12 |
|
|
2021
Q4 | $5.65M | Sell |
15,553
-88
| -0.6% | -$32K | 1.9% | 11 |
|
|
2021
Q3 | $5.29M | Buy |
15,641
+3,985
| +34% | +$1.35M | 2.04% | 11 |
|
|
2021
Q2 | $4.02M | Buy |
11,656
+304
| +3% | +$105K | 1.57% | 13 |
|
|
2021
Q1 | $3.75M | Buy |
11,352
+223
| +2% | +$73.6K | 1.66% | 12 |
|
|
2020
Q4 | $3.4M | Buy |
+11,129
| New | +$3.4M | 1.54% | 13 |
|