Heritage 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
Q2 | $264K | Sell |
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|
2025
Q1 | $280K | Hold |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $269K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $237K | Sell |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $127K | Hold |
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|
2020
Q4 | $118K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $99.5K | Sell |
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|
2020
Q1 | $95.6K | Sell |
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|
2019
Q4 | $152K | Buy |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $52.9K | Hold |
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|
2019
Q1 | $51.6K | Hold |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $52K | Buy |
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