HWM
Howard Wealth Management’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 | $699K | Sell |
1,587
-18
| -1% | -$7.93K | 0.35% | 70 |
|
|
2025
Q1 | $674K | Sell |
1,605
-24
| -1% | -$10.1K | 0.38% | 67 |
|
|
2024
Q4 | $693K | Sell |
1,629
-171
| -10% | -$72.8K | 0.38% | 63 |
|
|
2024
Q3 | $762K | Sell |
1,800
-45
| -2% | -$19K | 0.44% | 59 |
|
|
2024
Q2 | $722K | Buy |
1,845
+7
| +0.4% | +$2.74K | 0.57% | 48 |
|
|
2024
Q1 | $731K | Buy |
1,838
+8
| +0.4% | +$3.18K | 0.59% | 44 |
|
|
2023
Q4 | $690K | Buy |
1,830
+23
| +1% | +$8.67K | 0.58% | 42 |
|
|
2023
Q3 | $605K | Buy |
1,807
+47
| +3% | +$15.7K | 0.56% | 42 |
|
|
2023
Q2 | $605K | Buy |
1,760
+11
| +0.6% | +$3.78K | 0.52% | 44 |
|
|
2023
Q1 | $582K | Buy |
1,749
+47
| +3% | +$15.6K | 0.49% | 54 |
|
|
2022
Q4 | $564K | Buy |
1,702
+64
| +4% | +$21.2K | 0.46% | 57 |
|
|
2022
Q3 | $470K | Buy |
+1,638
| New | +$470K | 0.33% | 66 |
|
|
2022
Q2 | – | Sell |
-1,632
| Closed | -$566K | – | 74 |
|
|
2022
Q1 | $566K | Buy |
1,632
+57
| +4% | +$19.8K | 0.31% | 70 |
|
|
2021
Q4 | $572K | Sell |
1,575
-10
| -0.6% | -$3.63K | 0.3% | 73 |
|
|
2021
Q3 | $536K | Buy |
1,585
+15
| +1% | +$5.07K | 0.3% | 75 |
|
|
2021
Q2 | $541K | Sell |
1,570
-13
| -0.8% | -$4.48K | 0.3% | 76 |
|
|
2021
Q1 | $522K | Sell |
1,583
-2
| -0.1% | -$660 | 0.31% | 77 |
|
|
2020
Q4 | $484K | Buy |
1,585
+95
| +6% | +$29K | 0.3% | 78 |
|
|
2020
Q3 | $413K | Sell |
1,490
-20
| -1% | -$5.54K | 0.29% | 76 |
|
|
2020
Q2 | $389K | Sell |
1,510
-15
| -1% | -$3.86K | 0.32% | 72 |
|
|
2020
Q1 | $334K | Sell |
1,525
-190
| -11% | -$41.6K | 0.35% | 72 |
|
|
2019
Q4 | $488K | Buy |
+1,715
| New | +$488K | 0.41% | 60 |
|