Horizon Wealth Management’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 | $732K | Sell |
1,662
-148
| -8% | -$65.2K | 0.13% | 44 |
|
|
2025
Q1 | $760K | Hold |
1,810
| – | – | 0.13% | 39 |
|
|
2024
Q4 | $770K | Sell |
1,810
-8,069
| -82% | -$3.43M | 0.13% | 37 |
|
|
2024
Q3 | $4.18M | Sell |
9,879
-54
| -0.5% | -$22.8K | 0.83% | 19 |
|
|
2024
Q2 | $3.89M | Sell |
9,933
-109,331
| -92% | -$42.8M | 0.93% | 17 |
|
|
2024
Q1 | $47.4M | Buy |
119,264
+13,049
| +12% | +$5.19M | 12.38% | 3 |
|
|
2023
Q4 | $40M | Buy |
106,215
+5,135
| +5% | +$1.94M | 11.13% | 3 |
|
|
2023
Q3 | $33.9M | Buy |
+101,080
| New | +$33.9M | 13.6% | 3 |
|