Golden State Wealth 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
Q2 | $1.87M | Buy |
4,253
+135
| +3% | +$59.5K | 0.23% | 84 |
|
|
2025
Q1 | $1.73M | Sell |
4,118
-14
| -0.3% | -$5.88K | 0.26% | 76 |
|
|
2024
Q4 | $1.76M | Buy |
+4,132
| New | +$1.76M | 0.26% | 74 |
|
|
2022
Q1 | $2.17M | Sell |
6,267
-1,103
| -15% | -$383K | 0.43% | 46 |
|
|
2021
Q4 | $2.68M | Buy |
7,370
+1,132
| +18% | +$411K | 0.46% | 40 |
|
|
2021
Q3 | $2.11M | Sell |
6,238
-1,609
| -21% | -$544K | 0.46% | 41 |
|
|
2021
Q2 | $2.71M | Sell |
7,847
-293
| -4% | -$101K | 0.6% | 31 |
|
|
2021
Q1 | $2.69M | Buy |
8,140
+2
| +0% | +$660 | 0.89% | 22 |
|
|
2020
Q4 | $2.49M | Sell |
8,138
-279
| -3% | -$85.3K | 0.72% | 23 |
|
|
2020
Q3 | $2.34M | Buy |
8,417
+420
| +5% | +$117K | 0.78% | 24 |
|
|
2020
Q2 | $1.91M | Buy |
7,997
+688
| +9% | +$164K | 0.61% | 27 |
|
|
2020
Q1 | $1.6M | Buy |
+7,309
| New | +$1.6M | 0.71% | 27 |
|
|
2019
Q4 | – | Sell |
-1,345
| Closed | -$362K | – | 242 |
|
|
2019
Q3 | $362K | Buy |
1,345
+64
| +5% | +$17.2K | 0.12% | 140 |
|
|
2019
Q2 | $340K | Buy |
1,281
+2
| +0.2% | +$531 | 0.11% | 154 |
|
|
2019
Q1 | $331K | Buy |
+1,279
| New | +$331K | 0.11% | 157 |
|