GFWA
Grey Fox Wealth Advisors’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 | – | Sell |
-607
| Closed | -$256K | – | 138 |
|
|
2025
Q1 | $256K | Buy |
607
+3
| +0.5% | +$1.26K | 0.07% | 111 |
|
|
2024
Q4 | $258K | Buy |
604
+2
| +0.3% | +$854 | 0.07% | 112 |
|
|
2024
Q3 | $256K | Buy |
602
+2
| +0.3% | +$849 | 0.07% | 109 |
|
|
2024
Q2 | $235K | Buy |
600
+3
| +0.5% | +$1.18K | 0.08% | 114 |
|
|
2024
Q1 | $238K | Buy |
+597
| New | +$238K | 0.09% | 115 |
|
|
2023
Q2 | – | Sell |
-586
| Closed | -$195K | – | 209 |
|
|
2023
Q1 | $195K | Hold |
586
| – | – | 0.12% | 101 |
|
|
2022
Q4 | $194K | Buy |
+586
| New | +$194K | 0.13% | 96 |
|