Greenup Street 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
Q1 | – | Sell |
-8,699
| Closed | -$3.7M | – | 105 |
|
2024
Q4 | $3.7M | Buy |
+8,699
| New | +$3.7M | 0.74% | 31 |
|
2024
Q2 | – | Sell |
-8,245
| Closed | -$4.31M | – | 87 |
|
2024
Q1 | $4.31M | Buy |
+8,245
| New | +$4.31M | 1.08% | 24 |
|
2023
Q3 | – | Sell |
-5,484
| Closed | -$1.89M | – | 84 |
|
2023
Q2 | $1.89M | Buy |
+5,484
| New | +$1.89M | 0.52% | 42 |
|
2023
Q1 | – | Sell |
-11,836
| Closed | -$3.92M | – | 78 |
|
2022
Q4 | $3.92M | Buy |
+11,836
| New | +$3.92M | 1.64% | 19 |
|