FSM 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 | $2.26M | Buy |
5,098
+253
| +5% | +$112K | 0.37% | 49 |
|
|
2025
Q1 | $2.03M | Buy |
4,845
+1,417
| +41% | +$595K | 0.46% | 36 |
|
|
2024
Q4 | $1.48M | Buy |
3,428
+1
| +0% | +$432 | 0.36% | 45 |
|
|
2024
Q3 | $1.45M | Buy |
3,427
+1
| +0% | +$423 | 0.38% | 43 |
|
|
2024
Q2 | $1.34M | Buy |
3,426
+1
| +0% | +$391 | 0.45% | 42 |
|
|
2024
Q1 | $1.36M | Sell |
3,425
-102
| -3% | -$40.6K | 0.48% | 39 |
|
|
2023
Q4 | $1.33M | Sell |
3,527
-948
| -21% | -$357K | 0.57% | 37 |
|
|
2023
Q3 | $1.5M | Buy |
4,475
+6
| +0.1% | +$2.01K | 0.75% | 31 |
|
|
2023
Q2 | $1.53M | Sell |
4,469
-1,381
| -24% | -$473K | 0.77% | 32 |
|
|
2023
Q1 | $1.95M | Buy |
+5,850
| New | +$1.95M | 1.13% | 25 |
|