HWA
HCR 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 | $705K | Buy |
1,600
+1
| +0.1% | +$441 | 0.08% | 120 |
|
|
2025
Q1 | $671K | Sell |
1,599
-140
| -8% | -$58.8K | 0.09% | 118 |
|
|
2024
Q4 | $740K | Buy |
1,739
+2
| +0.1% | +$851 | 0.09% | 115 |
|
|
2024
Q3 | $735K | Buy |
1,737
+650
| +60% | +$275K | 0.1% | 115 |
|
|
2024
Q2 | $425K | Hold |
1,087
| – | – | 0.06% | 142 |
|
|
2024
Q1 | $432K | Hold |
1,087
| – | – | 0.07% | 137 |
|
|
2023
Q4 | $410K | Buy |
1,087
+368
| +51% | +$139K | 0.06% | 132 |
|
|
2023
Q3 | $241K | Sell |
719
-35
| -5% | -$11.7K | 0.05% | 143 |
|
|
2023
Q2 | $259K | Hold |
754
| – | – | 0.05% | 148 |
|
|
2023
Q1 | $251K | Sell |
754
-23
| -3% | -$7.65K | 0.05% | 150 |
|
|
2022
Q4 | $258K | Sell |
777
-40
| -5% | -$13.3K | 0.05% | 147 |
|
|
2022
Q3 | $235K | Hold |
817
| – | – | 0.05% | 151 |
|
|
2022
Q2 | $252K | Sell |
817
-199
| -20% | -$61.4K | 0.05% | 149 |
|
|
2022
Q1 | $352K | Sell |
1,016
-26
| -2% | -$9.01K | 0.06% | 146 |
|
|
2021
Q4 | $379K | Buy |
1,042
+1
| +0.1% | +$364 | 0.06% | 153 |
|
|
2021
Q3 | $352K | Hold |
1,041
| – | – | 0.06% | 159 |
|
|
2021
Q2 | $359K | Hold |
1,041
| – | – | 0.06% | 150 |
|
|
2021
Q1 | $344K | Sell |
1,041
-2,773
| -73% | -$916K | 0.07% | 146 |
|
|
2020
Q4 | $1.17M | Buy |
3,814
+11
| +0.3% | +$3.36K | 0.24% | 80 |
|
|
2020
Q3 | $1.06M | Hold |
3,803
| – | – | 0.24% | 76 |
|
|
2020
Q2 | $979K | Sell |
3,803
-62
| -2% | -$16K | 0.23% | 70 |
|
|
2020
Q1 | $847K | Buy |
3,865
+21
| +0.5% | +$4.6K | 0.24% | 70 |
|
|
2019
Q4 | $1.1M | Buy |
3,844
+2,908
| +311% | +$829K | 0.27% | 70 |
|
|
2019
Q3 | $252K | Sell |
936
-2,688
| -74% | -$724K | 0.08% | 133 |
|
|
2019
Q2 | $964K | Sell |
3,624
-117
| -3% | -$31.1K | 0.27% | 69 |
|
|
2019
Q1 | $969K | Buy |
+3,741
| New | +$969K | 0.28% | 75 |
|
|
2018
Q1 | – | Sell |
-854
| Closed | -$211K | – | 171 |
|
|
2017
Q4 | $211K | Buy |
+854
| New | +$211K | 0.07% | 158 |
|
|
2017
Q2 | – | Sell |
-1,144
| Closed | -$236K | – | 155 |
|
|
2017
Q1 | $236K | Hold |
1,144
| – | – | 0.12% | 130 |
|
|
2016
Q4 | $226K | Buy |
+1,144
| New | +$226K | 0.12% | 127 |
|