Global Retirement Partners’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 | $1.64M | Buy |
+3,732
| New | +$1.64M | 0.04% | 380 |
|
|
2024
Q4 | $1.56M | Sell |
3,667
-1,391
| -28% | -$592K | 0.04% | 351 |
|
|
2024
Q3 | $2.14M | Sell |
5,058
-1,128
| -18% | -$477K | 0.06% | 274 |
|
|
2024
Q2 | $2.42M | Sell |
6,186
-214
| -3% | -$83.7K | 0.08% | 249 |
|
|
2024
Q1 | $2.55M | Buy |
6,400
+91
| +1% | +$36.2K | 0.09% | 211 |
|
|
2023
Q4 | $2.36M | Buy |
6,309
+390
| +7% | +$146K | 0.1% | 198 |
|
|
2023
Q3 | $1.96M | Buy |
5,919
+262
| +5% | +$86.7K | 0.1% | 193 |
|
|
2023
Q2 | $1.95M | Sell |
5,657
-244
| -4% | -$83.9K | 0.1% | 201 |
|
|
2023
Q1 | $1.97M | Sell |
5,901
-1,512
| -20% | -$505K | 0.1% | 194 |
|
|
2022
Q4 | $2.46M | Buy |
7,413
+415
| +6% | +$137K | 0.17% | 137 |
|
|
2022
Q3 | $2.29M | Buy |
6,998
+1,519
| +28% | +$497K | 0.17% | 133 |
|
|
2022
Q2 | $1.69M | Sell |
5,479
-226
| -4% | -$69.5K | 0.14% | 166 |
|
|
2022
Q1 | $1.82M | Buy |
+5,705
| New | +$1.82M | 0.14% | 162 |
|
|
2021
Q4 | – | Sell |
-2,126
| Closed | -$719K | – | 584 |
|
|
2021
Q3 | $719K | Buy |
2,126
+1
| +0% | +$338 | 0.07% | 235 |
|
|
2021
Q2 | $733K | Sell |
2,125
-12
| -0.6% | -$4.14K | 0.08% | 233 |
|
|
2021
Q1 | $706K | Buy |
2,137
+1,164
| +120% | +$385K | 0.08% | 210 |
|
|
2020
Q4 | $298K | Sell |
973
-128
| -12% | -$39.2K | 0.04% | 321 |
|
|
2020
Q3 | $305K | Sell |
1,101
-134
| -11% | -$37.1K | 0.04% | 293 |
|
|
2020
Q2 | $319K | Buy |
1,235
+191
| +18% | +$49.3K | 0.05% | 283 |
|
|
2020
Q1 | $229K | Buy |
1,044
+109
| +12% | +$23.9K | 0.04% | 296 |
|
|
2019
Q4 | $266K | Buy |
935
+22
| +2% | +$6.26K | 0.04% | 328 |
|
|
2019
Q3 | $246K | Sell |
913
-10
| -1% | -$2.69K | 0.04% | 329 |
|
|
2019
Q2 | $245K | Buy |
923
+265
| +40% | +$70.3K | 0.05% | 311 |
|
|
2019
Q1 | $171K | Sell |
658
-182
| -22% | -$47.3K | 0.04% | 323 |
|
|
2018
Q4 | $196K | Sell |
840
-383
| -31% | -$89.4K | 0.05% | 288 |
|
|
2018
Q3 | $323K | Sell |
1,223
-1,010
| -45% | -$267K | 0.07% | 226 |
|
|
2018
Q2 | $542K | Buy |
2,233
+96
| +4% | +$23.3K | 0.14% | 155 |
|
|
2018
Q1 | $516K | Buy |
2,137
+1,493
| +232% | +$361K | 0.14% | 157 |
|
|
2017
Q4 | $159K | Buy |
644
+478
| +288% | +$118K | 0.04% | 288 |
|
|
2017
Q3 | $37K | Hold |
166
| – | – | 0.02% | 496 |
|
|
2017
Q2 | $35K | Sell |
166
-50
| -23% | -$10.5K | 0.02% | 480 |
|
|
2017
Q1 | $45K | Buy |
216
+50
| +30% | +$10.4K | 0.03% | 393 |
|
|
2016
Q4 | $33K | Buy |
+166
| New | +$33K | 0.02% | 412 |
|