Heritage Wealth Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Wealth Partners’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.83M	Sell
2024 Q4	$4.57M	Buy
2024 Q3	$4.13M	Sell
2024 Q2	$4.49M	Buy
2024 Q1	$2.29M	Hold
2023 Q4	$2.29M	Sell
2023 Q3	$2.46M	Buy
2023 Q2	$1.01M	Buy