FSC 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 | $2.73M | Sell |
6,202
-174
| -3% | -$76.7K | 1.72% | 17 |
|
|
2025
Q1 | $2.68M | Hold |
6,376
| – | – | 1.76% | 15 |
|
|
2024
Q4 | $2.71M | Hold |
6,376
| – | – | 1.75% | 17 |
|
|
2024
Q3 | $2.7M | Sell |
6,376
-965
| -13% | -$408K | 1.94% | 19 |
|
|
2024
Q2 | $2.87M | Hold |
7,341
| – | – | 2.12% | 13 |
|
|
2024
Q1 | $2.92M | Hold |
7,341
| – | – | 2.06% | 15 |
|
|
2023
Q4 | $2.77M | Buy |
+7,341
| New | +$2.77M | 2.03% | 16 |
|