Guardian Wealth Advisors (North Carolina)’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 | $3.59M | Buy |
8,152
+1,604
| +24% | +$707K | 0.25% | 58 |
|
|
2025
Q1 | $2.75M | Buy |
6,548
+27
| +0.4% | +$11.3K | 0.22% | 69 |
|
|
2024
Q4 | $2.77M | Sell |
6,521
-110
| -2% | -$46.8K | 0.22% | 69 |
|
|
2024
Q3 | $2.81M | Buy |
6,631
+132
| +2% | +$55.9K | 0.3% | 46 |
|
|
2024
Q2 | $2.54M | Sell |
6,499
-255
| -4% | -$99.7K | 0.3% | 47 |
|
|
2024
Q1 | $2.69M | Buy |
6,754
+169
| +3% | +$67.2K | 0.33% | 44 |
|
|
2023
Q4 | $2.48M | Buy |
6,585
+141
| +2% | +$53.1K | 0.38% | 42 |
|
|
2023
Q3 | $2.16M | Buy |
6,444
+99
| +2% | +$33.3K | 0.37% | 44 |
|
|
2023
Q2 | $2.19M | Buy |
6,345
+670
| +12% | +$231K | 0.37% | 34 |
|
|
2023
Q1 | $1.89M | Buy |
5,675
+5
| +0.1% | +$1.67K | 0.33% | 34 |
|
|
2022
Q4 | $1.88M | Sell |
5,670
-349
| -6% | -$116K | 0.36% | 30 |
|
|
2022
Q3 | $1.73M | Sell |
6,019
-24
| -0.4% | -$6.91K | 0.32% | 33 |
|
|
2022
Q2 | $1.86M | Buy |
6,043
+1,218
| +25% | +$376K | 0.34% | 28 |
|
|
2022
Q1 | $1.67M | Sell |
4,825
-1,543
| -24% | -$535K | 0.72% | 26 |
|
|
2021
Q4 | $2.31M | Buy |
+6,368
| New | +$2.31M | 0.99% | 23 |
|