GeoWealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | $133K | Buy |
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|
2024
Q2 | $102K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $298K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $93K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $7.87M | Buy |
|