Global Financial Private Client’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
$690K Sell
1,566
-107
-6% -$47.2K 0.26% 108
2025
Q1
$702K Buy
1,673
+9
+0.5% +$3.78K 0.27% 100
2024
Q4
$708K Sell
1,664
-1
-0.1% -$426 0.27% 101
2024
Q3
$704K Sell
1,665
-33
-2% -$14K 0.27% 99
2024
Q2
$664K Hold
1,698
0.28% 98
2024
Q1
$671K Sell
1,698
-63
-4% -$24.9K 0.29% 96
2023
Q4
$664K Sell
1,761
-32
-2% -$12.1K 0.31% 88
2023
Q3
$599K Hold
1,793
0.31% 82
2023
Q2
$617K Hold
1,793
0.3% 80
2023
Q1
$602K Hold
1,793
0.31% 79
2022
Q4
$594K Hold
1,793
0.33% 75
2022
Q3
$529K Hold
1,793
0.3% 77
2022
Q2
$557K Sell
1,793
-106
-6% -$33K 0.31% 73
2022
Q1
$661K Buy
1,899
+103
+6% +$35.9K 0.32% 70
2021
Q4
$653K Hold
1,796
0.32% 75
2021
Q3
$616K Hold
1,796
0.32% 82
2021
Q2
$622K Buy
1,796
+98
+6% +$34K 0.35% 74
2021
Q1
$563K Buy
1,698
+4
+0.2% +$1.33K 0.4% 62
2020
Q4
$518K Buy
1,694
+54
+3% +$16.5K 0.41% 58
2020
Q3
$456K Sell
1,640
-48
-3% -$13.4K 0.4% 57
2020
Q2
$435K Sell
1,688
-585
-26% -$151K 0.38% 61
2020
Q1
$476K Sell
2,273
-48
-2% -$10.1K 0.5% 53
2019
Q4
$662K Buy
+2,321
New +$662K 0.55% 43