Heritage Wealth Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.83M | Sell |
6,740
-3,996
| -37% | -$1.68M | 4.31% | 6 |
|
|
2024
Q4 | $4.57M | Buy |
10,736
+976
| +10% | +$415K | 5.73% | 4 |
|
|
2024
Q3 | $4.13M | Sell |
9,760
-1,717
| -15% | -$726K | 4.86% | 4 |
|
|
2024
Q2 | $4.49M | Buy |
11,477
+5,391
| +89% | +$2.11M | 6.5% | 3 |
|
|
2024
Q1 | $2.29M | Hold |
6,086
| – | – | 4.68% | 5 |
|
|
2023
Q4 | $2.29M | Sell |
6,086
-1,256
| -17% | -$473K | 4.68% | 5 |
|
|
2023
Q3 | $2.46M | Buy |
7,342
+4,408
| +150% | +$1.48M | 5.25% | 4 |
|
|
2023
Q2 | $1.01M | Buy |
+2,934
| New | +$1.01M | 0.59% | 38 |
|