HCR Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Sell |
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|
2025
Q2 | $705K | Buy |
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|
2025
Q1 | $671K | Sell |
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|
2024
Q4 | $740K | Buy |
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|
2024
Q3 | $735K | Buy |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $259K | Hold |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $344K | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $1.05M | Hold |
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|
2020
Q2 | $979K | Sell |
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|
2020
Q1 | $847K | Buy |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $252K | Sell |
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|
2019
Q2 | $964K | Sell |
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|
2019
Q1 | $969K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $226K | Buy |
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