Great Diamond 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 | $221K | Buy |
503
+2
| +0.4% | +$881 | 0.05% | 211 |
|
|
2025
Q1 | $210K | Buy |
501
+1
| +0.2% | +$420 | 0.06% | 171 |
|
|
2024
Q4 | $213K | Hold |
500
| – | – | 0.06% | 176 |
|
|
2024
Q3 | $212K | Buy |
+500
| New | +$212K | 0.05% | 185 |
|
|
2024
Q1 | – | Sell |
-836
| Closed | -$315K | – | 228 |
|
|
2023
Q4 | $315K | Hold |
836
| – | – | 0.08% | 172 |
|
|
2023
Q3 | $280K | Buy |
+836
| New | +$280K | 0.08% | 178 |
|