HNWAG
High Net Worth Advisory 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 | $797K | Buy |
1,809
+551
| +44% | +$243K | 0.21% | 98 |
|
|
2025
Q1 | $528K | Sell |
1,258
-117
| -9% | -$49.1K | 0.15% | 124 |
|
|
2024
Q4 | $585K | Buy |
1,375
+3
| +0.2% | +$1.28K | 0.16% | 115 |
|
|
2024
Q3 | $581K | Buy |
1,372
+25
| +2% | +$10.6K | 0.16% | 117 |
|
|
2024
Q2 | $527K | Buy |
1,347
+21
| +2% | +$8.22K | 0.16% | 112 |
|
|
2024
Q1 | $528K | Buy |
1,326
+23
| +2% | +$9.16K | 0.17% | 114 |
|
|
2023
Q4 | $491K | Sell |
1,303
-94
| -7% | -$35.4K | 0.18% | 110 |
|
|
2023
Q3 | $468K | Buy |
1,397
+1
| +0.1% | +$335 | 0.19% | 107 |
|
|
2023
Q2 | $481K | Sell |
1,396
-45
| -3% | -$15.5K | 0.19% | 114 |
|
|
2023
Q1 | $479K | Hold |
1,441
| – | – | 0.2% | 107 |
|
|
2022
Q4 | $477K | Buy |
1,441
+101
| +8% | +$33.5K | 0.19% | 110 |
|
|
2022
Q3 | $385K | Buy |
1,340
+220
| +20% | +$63.2K | 0.16% | 125 |
|
|
2022
Q2 | $345K | Buy |
1,120
+57
| +5% | +$17.6K | 0.14% | 130 |
|
|
2022
Q1 | $369K | Buy |
1,063
+36
| +4% | +$12.5K | 0.13% | 130 |
|
|
2021
Q4 | $373K | Buy |
+1,027
| New | +$373K | 0.13% | 133 |
|