GWM
Greenwich Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.79M | Sell |
13,135
-122
| -0.9% | -$53.8K | 0.28% | 45 |
|
|
2025
Q1 | $5.57M | Sell |
13,257
-59
| -0.4% | -$24.8K | 0.42% | 36 |
|
|
2024
Q4 | $5.67M | Sell |
13,316
-4
| -0% | -$1.7K | 0.4% | 38 |
|
|
2024
Q3 | $5.64M | Buy |
13,320
+1,090
| +9% | +$461K | 0.38% | 37 |
|
|
2024
Q2 | $4.78M | Buy |
12,230
+121
| +1% | +$47.3K | 0.35% | 40 |
|
|
2024
Q1 | $4.82M | Sell |
12,109
-247
| -2% | -$98.2K | 0.38% | 38 |
|
|
2023
Q4 | $4.66M | Buy |
12,356
+446
| +4% | +$168K | 0.46% | 34 |
|
|
2023
Q3 | $3.99M | Sell |
11,910
-1,114
| -9% | -$373K | 0.42% | 36 |
|
|
2023
Q2 | $4.48M | Sell |
13,024
-629
| -5% | -$216K | 0.47% | 31 |
|
|
2023
Q1 | $4.54M | Buy |
13,653
+143
| +1% | +$47.6K | 0.5% | 30 |
|
|
2022
Q4 | $4.48M | Buy |
13,510
+53
| +0.4% | +$17.6K | 0.49% | 29 |
|
|
2022
Q3 | $3.87M | Buy |
13,457
+248
| +2% | +$71.2K | 0.41% | 32 |
|
|
2022
Q2 | $4.07M | Buy |
13,209
+1,815
| +16% | +$559K | 0.54% | 29 |
|
|
2022
Q1 | $3.95M | Buy |
11,394
+1,483
| +15% | +$514K | 0.4% | 36 |
|
|
2021
Q4 | $3.6M | Buy |
9,911
+78
| +0.8% | +$28.3K | 0.29% | 43 |
|
|
2021
Q3 | $3.33M | Buy |
9,833
+1,012
| +11% | +$342K | 0.28% | 46 |
|
|
2021
Q2 | $3.04M | Sell |
8,821
-272
| -3% | -$93.8K | 0.26% | 48 |
|
|
2021
Q1 | $3M | Sell |
9,093
-532
| -6% | -$176K | 0.24% | 47 |
|
|
2020
Q4 | $2.94M | Sell |
9,625
-289
| -3% | -$88.4K | 0.26% | 43 |
|
|
2020
Q3 | $2.75M | Sell |
9,914
-178
| -2% | -$49.4K | 0.49% | 38 |
|
|
2020
Q2 | $2.6M | Sell |
10,092
-2,008
| -17% | -$518K | 0.5% | 39 |
|
|
2020
Q1 | $2.65M | Sell |
12,100
-847
| -7% | -$186K | 0.57% | 36 |
|
|
2019
Q4 | $3.69M | Sell |
12,947
-228
| -2% | -$65K | 0.74% | 31 |
|
|
2019
Q3 | $3.55M | Buy |
13,175
+28
| +0.2% | +$7.54K | 0.69% | 32 |
|
|
2019
Q2 | $3.5M | Buy |
13,147
+243
| +2% | +$64.6K | 0.6% | 36 |
|
|
2019
Q1 | $3.34M | Sell |
12,904
-382
| -3% | -$99K | 0.59% | 35 |
|
|
2018
Q4 | $3.1M | Buy |
13,286
+170
| +1% | +$39.6K | 0.62% | 34 |
|
|
2018
Q3 | $3.47M | Sell |
13,116
-1
| -0% | -$264 | 0.6% | 37 |
|
|
2018
Q2 | $3.18M | Buy |
13,117
+2,178
| +20% | +$529K | 0.56% | 39 |
|
|
2018
Q1 | $2.64M | Buy |
10,939
+156
| +1% | +$37.7K | 0.42% | 43 |
|
|
2017
Q4 | $2.67M | Sell |
10,783
-24
| -0.2% | -$5.94K | 0.45% | 42 |
|
|
2017
Q3 | $2.42M | Sell |
10,807
-345
| -3% | -$77.2K | 0.42% | 45 |
|
|
2017
Q2 | $2.38M | Sell |
11,152
-1,107
| -9% | -$236K | 0.4% | 52 |
|
|
2017
Q1 | $2.53M | Buy |
12,259
+203
| +2% | +$41.9K | 0.34% | 50 |
|
|
2016
Q4 | $2.38M | Sell |
12,056
-1,807
| -13% | -$357K | 0.3% | 50 |
|
|
2016
Q3 | $2.53M | Sell |
13,863
-1,485
| -10% | -$271K | 0.45% | 47 |
|
|
2016
Q2 | $2.75M | Buy |
15,348
+38
| +0.2% | +$6.8K | 0.66% | 37 |
|
|
2016
Q1 | $2.7M | Sell |
15,310
-410
| -3% | -$72.4K | 0.7% | 31 |
|
|
2015
Q4 | $2.74M | Sell |
15,720
-339
| -2% | -$59K | 0.67% | 40 |
|
|
2015
Q3 | $2.61M | Sell |
16,059
-46
| -0.3% | -$7.48K | 0.63% | 51 |
|
|
2015
Q2 | $2.83M | Sell |
16,105
-230
| -1% | -$40.4K | 0.36% | 74 |
|
|
2015
Q1 | $2.9M | Buy |
16,335
+1,434
| +10% | +$255K | 0.33% | 75 |
|
|
2014
Q4 | $2.65M | Sell |
14,901
-285
| -2% | -$50.7K | 0.18% | 84 |
|
|
2014
Q3 | $2.58M | Buy |
15,186
+475
| +3% | +$80.8K | 0.17% | 82 |
|
|
2014
Q2 | $2.47M | Buy |
14,711
+87
| +0.6% | +$14.6K | 0.16% | 83 |
|
|
2014
Q1 | $2.4M | Sell |
14,624
-1,844
| -11% | -$303K | 0.17% | 83 |
|
|
2013
Q4 | $2.73M | Sell |
16,468
-328
| -2% | -$54.3K | 0.28% | 84 |
|
|
2013
Q3 | $2.54M | Buy |
16,796
+57
| +0.3% | +$8.61K | 0.18% | 82 |
|
|
2013
Q2 | $2.49M | Buy |
+16,739
| New | +$2.49M | 0.18% | 81 |
|