GeoWealth Management’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 | $204K | Buy |
462
+150
| +48% | +$66.1K | 0.01% | 654 |
|
|
2025
Q1 | $131K | Sell |
312
-362
| -54% | -$152K | 0.01% | 744 |
|
|
2024
Q4 | $287K | Buy |
674
+359
| +114% | +$153K | 0.01% | 642 |
|
|
2024
Q3 | $133K | Buy |
315
+55
| +21% | +$23.3K | ﹤0.01% | 827 |
|
|
2024
Q2 | $102K | Sell |
260
-9
| -3% | -$3.52K | ﹤0.01% | 772 |
|
|
2024
Q1 | $107K | Sell |
269
-523
| -66% | -$208K | ﹤0.01% | 767 |
|
|
2023
Q4 | $298K | Sell |
792
-2,387
| -75% | -$898K | 0.02% | 413 |
|
|
2023
Q3 | $1.07M | Buy |
3,179
+2,730
| +608% | +$915K | 0.12% | 142 |
|
|
2023
Q2 | $154K | Buy |
449
+169
| +60% | +$58K | 0.02% | 259 |
|
|
2023
Q1 | $93K | Buy |
+280
| New | +$93K | 0.01% | 246 |
|
|
2022
Q2 | – | Sell |
-22,706
| Closed | -$7.87M | – | 340 |
|
|
2022
Q1 | $7.87M | Buy |
+22,706
| New | +$7.87M | 0.69% | 42 |
|