Gerber Kawasaki Wealth & Investment 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
Q1 | – | Sell |
-627
| Closed | -$267K | – | 298 |
|
|
2024
Q4 | $267K | Sell |
627
-146
| -19% | -$62.2K | 0.01% | 245 |
|
|
2024
Q3 | $327K | Buy |
773
+79
| +11% | +$33.5K | 0.02% | 221 |
|
|
2024
Q2 | $272K | Buy |
694
+3
| +0.4% | +$1.17K | 0.01% | 238 |
|
|
2024
Q1 | $275K | Sell |
691
-322
| -32% | -$128K | 0.01% | 231 |
|
|
2023
Q4 | $382K | Buy |
+1,013
| New | +$382K | 0.02% | 186 |
|
|
2022
Q3 | – | Sell |
-1,456
| Closed | -$200K | – | 241 |
|
|
2022
Q2 | $200K | Buy |
1,456
+615
| +73% | +$84.5K | 0.02% | 230 |
|
|
2022
Q1 | $291K | Buy |
+841
| New | +$291K | 0.02% | 206 |
|
|
2021
Q4 | – | Sell |
-709
| Closed | -$239K | – | 489 |
|
|
2021
Q3 | $239K | Sell |
709
-145
| -17% | -$48.9K | 0.03% | 164 |
|
|
2021
Q2 | $294K | Buy |
854
+128
| +18% | +$44.1K | 0.03% | 196 |
|
|
2021
Q1 | $239K | Buy |
+726
| New | +$239K | 0.03% | 189 |
|