Gladstone Institutional Advisory’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 | $7.93M | Buy |
17,989
+692
| +4% | +$305K | 0.33% | 63 |
|
|
2025
Q1 | $7.26M | Buy |
17,297
+1,107
| +7% | +$465K | 0.34% | 70 |
|
|
2024
Q4 | $6.89M | Sell |
16,190
-1,250
| -7% | -$532K | 0.32% | 73 |
|
|
2024
Q3 | $7.38M | Buy |
17,440
+366
| +2% | +$155K | 0.36% | 69 |
|
|
2024
Q2 | $6.68M | Buy |
17,074
+15
| +0.1% | +$5.87K | 0.35% | 70 |
|
|
2024
Q1 | $6.79M | Buy |
17,059
+464
| +3% | +$185K | 0.37% | 65 |
|
|
2023
Q4 | $6.25M | Buy |
16,595
+188
| +1% | +$70.9K | 0.35% | 73 |
|
|
2023
Q3 | $5.5M | Sell |
16,407
-651
| -4% | -$218K | 0.36% | 72 |
|
|
2023
Q2 | $5.87M | Buy |
17,058
+623
| +4% | +$214K | 0.36% | 72 |
|
|
2023
Q1 | $5.47M | Sell |
16,435
-364
| -2% | -$121K | 0.35% | 70 |
|
|
2022
Q4 | $5.57M | Sell |
16,799
-328
| -2% | -$109K | 0.39% | 62 |
|
|
2022
Q3 | $4.92M | Buy |
17,127
+647
| +4% | +$186K | 0.38% | 60 |
|
|
2022
Q2 | $5.07M | Buy |
16,480
+1,055
| +7% | +$325K | 0.4% | 54 |
|
|
2022
Q1 | $5.35M | Buy |
15,425
+1,221
| +9% | +$423K | 0.36% | 64 |
|
|
2021
Q4 | $5.16M | Buy |
14,204
+399
| +3% | +$145K | 0.4% | 68 |
|
|
2021
Q3 | $4.67M | Buy |
13,805
+703
| +5% | +$238K | 0.46% | 56 |
|
|
2021
Q2 | $4.52M | Buy |
13,102
+2,775
| +27% | +$957K | 0.54% | 47 |
|
|
2021
Q1 | $3.41M | Buy |
10,327
+5,247
| +103% | +$1.73M | 0.53% | 52 |
|
|
2020
Q4 | $1.55M | Buy |
5,080
+1,346
| +36% | +$412K | 0.31% | 75 |
|
|
2020
Q3 | $1.04M | Buy |
3,734
+581
| +18% | +$161K | 0.25% | 93 |
|
|
2020
Q2 | $813K | Buy |
3,153
+74
| +2% | +$19.1K | 0.21% | 98 |
|
|
2020
Q1 | $675K | Buy |
3,079
+616
| +25% | +$135K | 0.17% | 116 |
|
|
2019
Q4 | $702K | Buy |
2,463
+193
| +9% | +$55K | 0.17% | 109 |
|
|
2019
Q3 | $611K | Buy |
2,270
+346
| +18% | +$93.1K | 0.16% | 115 |
|
|
2019
Q2 | $512K | Buy |
1,924
+454
| +31% | +$121K | 0.16% | 134 |
|
|
2019
Q1 | $381K | Buy |
1,470
+17
| +1% | +$4.41K | 0.14% | 133 |
|
|
2018
Q4 | $339K | Buy |
+1,453
| New | +$339K | 0.2% | 116 |
|