HIG
Heritage Investment Group’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 | $1.53M | Hold |
3,480
| – | – | 0.26% | 31 |
|
|
2025
Q1 | $1.46M | Hold |
3,480
| – | – | 0.27% | 29 |
|
|
2024
Q4 | $1.48M | Hold |
3,480
| – | – | 0.28% | 27 |
|
|
2024
Q3 | $1.47M | Hold |
3,480
| – | – | 0.28% | 27 |
|
|
2024
Q2 | $1.36M | Hold |
3,480
| – | – | 0.28% | 29 |
|
|
2024
Q1 | $1.38M | Hold |
3,480
| – | – | 0.28% | 29 |
|
|
2023
Q4 | $1.31M | Hold |
3,480
| – | – | 0.29% | 27 |
|
|
2023
Q3 | $1.17M | Hold |
3,480
| – | – | 0.32% | 30 |
|
|
2023
Q2 | $1.2M | Hold |
3,480
| – | – | 0.33% | 25 |
|
|
2023
Q1 | $1.16M | Hold |
3,480
| – | – | 0.35% | 21 |
|
|
2022
Q4 | $1.15M | Hold |
3,480
| – | – | 0.37% | 20 |
|
|
2022
Q3 | $1M | Hold |
3,480
| – | – | 0.62% | 19 |
|
|
2022
Q2 | $1.07M | Hold |
3,480
| – | – | 0.62% | 20 |
|
|
2022
Q1 | $1.21M | Hold |
3,480
| – | – | 0.87% | 16 |
|
|
2021
Q4 | $1.26M | Buy |
+3,480
| New | +$1.26M | 1% | 14 |
|