HB 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
Q2 | $3.75M | Sell |
8,510
-2,219
| -21% | -$978K | 0.03% | 257 |
|
|
2025
Q1 | $4.51M | Buy |
10,729
+1,407
| +15% | +$591K | 0.04% | 245 |
|
|
2024
Q4 | $3.97M | Sell |
9,322
-89
| -0.9% | -$37.9K | 0.04% | 186 |
|
|
2024
Q3 | $3.98M | Buy |
9,411
+486
| +5% | +$206K | 0.04% | 177 |
|
|
2024
Q2 | $3.49M | Buy |
8,925
+3,077
| +53% | +$1.2M | 0.04% | 185 |
|
|
2024
Q1 | $2.33M | Sell |
5,848
-246
| -4% | -$97.9K | 0.03% | 219 |
|
|
2023
Q4 | $2.3M | Buy |
6,094
+3
| +0% | +$1.13K | 0.03% | 203 |
|
|
2023
Q3 | $2.04M | Buy |
6,091
+254
| +4% | +$85.1K | 0.03% | 206 |
|
|
2023
Q2 | $2.01M | Buy |
5,837
+4
| +0.1% | +$1.38K | 0.03% | 200 |
|
|
2023
Q1 | $1.94M | Sell |
5,833
-1,139
| -16% | -$379K | 0.03% | 196 |
|
|
2022
Q4 | $2.31M | Sell |
6,972
-3,537
| -34% | -$1.17M | 0.04% | 182 |
|
|
2022
Q3 | $3.02M | Sell |
10,509
-365
| -3% | -$105K | 0.06% | 140 |
|
|
2022
Q2 | $3.35M | Sell |
10,874
-220
| -2% | -$67.7K | 0.07% | 135 |
|
|
2022
Q1 | $3.85M | Buy |
11,094
+1,572
| +17% | +$545K | 0.07% | 125 |
|
|
2021
Q4 | $3.46M | Buy |
+9,522
| New | +$3.46M | 0.07% | 112 |
|