HM Payson & Co’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 | $227K | Buy |
540
+100
| +23% | +$42K | ﹤0.01% | 390 |
|
|
2024
Q4 | $187K | Hold |
440
| – | – | ﹤0.01% | 436 |
|
|
2024
Q3 | $186K | Hold |
440
| – | – | ﹤0.01% | 429 |
|
|
2024
Q2 | $172K | Hold |
440
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $175K | Buy |
440
+80
| +22% | +$31.8K | ﹤0.01% | 428 |
|
|
2023
Q4 | $136K | Sell |
360
-360
| -50% | -$136K | ﹤0.01% | 447 |
|
|
2023
Q3 | $241K | Buy |
+720
| New | +$241K | 0.01% | 348 |
|
|
2022
Q1 | – | Sell |
-23
| Closed | -$8K | – | 1072 |
|
|
2021
Q4 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 894 |
|