Highline 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
Q2
$370K Sell
840
-7
-0.8% -$3.08K 0.11% 78
2025
Q1
$355K Sell
847
-29
-3% -$12.2K 0.12% 78
2024
Q4
$373K Sell
876
-22
-2% -$9.36K 0.12% 79
2024
Q3
$380K Hold
898
0.13% 84
2024
Q2
$351K Buy
898
+436
+94% +$170K 0.13% 82
2024
Q1
$184K Sell
462
-28
-6% -$11.1K 0.08% 100
2023
Q4
$185K Buy
490
+230
+88% +$86.7K 0.09% 97
2023
Q3
$87.1K Hold
260
0.05% 102
2023
Q2
$89.4K Hold
260
0.06% 100
2023
Q1
$86.5K Hold
260
0.06% 98
2022
Q4
$86.1K Hold
260
0.06% 101
2022
Q3
$74.7K Buy
+260
New +$74.7K 0.06% 92