Gen-Wealth Partners’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 | $2.23M | Buy |
5,065
+147
| +3% | +$64.8K | 0.86% | 20 |
|
|
2025
Q1 | $2.06M | Buy |
4,918
+1,479
| +43% | +$621K | 0.86% | 23 |
|
|
2024
Q4 | $1.46M | Buy |
3,439
+210
| +7% | +$89.4K | 0.63% | 35 |
|
|
2024
Q3 | $1.36M | Sell |
3,229
-222
| -6% | -$93.6K | 0.59% | 34 |
|
|
2024
Q2 | $1.35M | Buy |
3,451
+1,406
| +69% | +$550K | 0.65% | 32 |
|
|
2024
Q1 | $813K | Buy |
+2,045
| New | +$813K | 0.4% | 53 |
|