Golden State Equity 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 | $1.8M | Buy |
4,088
+164
| +4% | +$72.3K | 0.33% | 64 |
|
|
2025
Q1 | $1.65M | Buy |
3,924
+3,243
| +476% | +$1.36M | 0.33% | 72 |
|
|
2024
Q4 | $290K | Buy |
+681
| New | +$290K | 0.06% | 344 |
|
|
2024
Q3 | – | Sell |
-681
| Closed | -$266K | – | 834 |
|
|
2024
Q2 | $266K | Buy |
+681
| New | +$266K | 0.06% | 339 |
|
|
2023
Q4 | $321K | Buy |
851
+16
| +2% | +$6.03K | 0.08% | 266 |
|
|
2023
Q3 | $280K | Sell |
835
-159
| -16% | -$53.3K | 0.08% | 264 |
|
|
2023
Q2 | $342K | Buy |
+994
| New | +$342K | 0.1% | 239 |
|