Greenleaf Trust’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 | $502K | Hold |
1,140
| – | – | ﹤0.01% | 486 |
|
2025
Q1 | $479K | Hold |
1,140
| – | – | ﹤0.01% | 510 |
|
2024
Q4 | $485K | Hold |
1,140
| – | – | ﹤0.01% | 508 |
|
2024
Q3 | $482K | Hold |
1,140
| – | – | ﹤0.01% | 527 |
|
2024
Q2 | $446K | Hold |
1,140
| – | – | ﹤0.01% | 511 |
|
2024
Q1 | $453K | Hold |
1,140
| – | – | ﹤0.01% | 504 |
|
2023
Q4 | $430K | Buy |
1,140
+98
| +9% | +$36.9K | ﹤0.01% | 504 |
|
2023
Q3 | $349K | Hold |
1,042
| – | – | ﹤0.01% | 538 |
|
2023
Q2 | $358K | Hold |
1,042
| – | – | ﹤0.01% | 545 |
|
2023
Q1 | $347K | Hold |
1,042
| – | – | ﹤0.01% | 555 |
|
2022
Q4 | $345K | Hold |
1,042
| – | – | ﹤0.01% | 547 |
|
2022
Q3 | $299K | Hold |
1,042
| – | – | ﹤0.01% | 536 |
|
2022
Q2 | $321K | Buy |
1,042
+59
| +6% | +$18.2K | ﹤0.01% | 528 |
|
2022
Q1 | $341K | Hold |
983
| – | – | ﹤0.01% | 550 |
|
2021
Q4 | $357K | Hold |
983
| – | – | ﹤0.01% | 543 |
|
2021
Q3 | $333K | Hold |
983
| – | – | ﹤0.01% | 534 |
|
2021
Q2 | $339K | Hold |
983
| – | – | ﹤0.01% | 527 |
|
2021
Q1 | $325K | Hold |
983
| – | – | ﹤0.01% | 516 |
|
2020
Q4 | $301K | Sell |
983
-117
| -11% | -$35.8K | ﹤0.01% | 453 |
|
2020
Q3 | $305K | Hold |
1,100
| – | – | ﹤0.01% | 412 |
|
2020
Q2 | $284K | Hold |
1,100
| – | – | 0.01% | 413 |
|
2020
Q1 | $241K | Hold |
1,100
| – | – | ﹤0.01% | 385 |
|
2019
Q4 | $314K | Hold |
1,100
| – | – | ﹤0.01% | 395 |
|
2019
Q3 | $296K | Hold |
1,100
| – | – | ﹤0.01% | 411 |
|
2019
Q2 | $292K | Hold |
1,100
| – | – | ﹤0.01% | 412 |
|
2019
Q1 | $285K | Hold |
1,100
| – | – | ﹤0.01% | 395 |
|
2018
Q4 | $257K | Hold |
1,100
| – | – | 0.01% | 389 |
|
2018
Q3 | $291K | Hold |
1,100
| – | – | 0.01% | 403 |
|
2018
Q2 | $267K | Hold |
1,100
| – | – | 0.01% | 411 |
|
2018
Q1 | $266K | Hold |
1,100
| – | – | 0.01% | 366 |
|
2017
Q4 | $272K | Hold |
1,100
| – | – | 0.01% | 362 |
|
2017
Q3 | $246K | Sell |
1,100
-500
| -31% | -$112K | 0.01% | 353 |
|
2017
Q2 | $341K | Hold |
1,600
| – | – | 0.01% | 259 |
|
2017
Q1 | $330K | Hold |
1,600
| – | – | 0.01% | 209 |
|
2016
Q4 | $316K | Hold |
1,600
| – | – | 0.01% | 173 |
|
2016
Q3 | $292K | Hold |
1,600
| – | – | 0.01% | 163 |
|
2016
Q2 | $286K | Hold |
1,600
| – | – | 0.01% | 142 |
|
2016
Q1 | $283K | Buy |
+1,600
| New | +$283K | 0.01% | 138 |
|