HSWM
Hubbell Strickland 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 | $390K | Buy |
885
+25
| +3% | +$11K | 0.17% | 52 |
|
|
2025
Q1 | $361K | Sell |
860
-45
| -5% | -$18.9K | 0.17% | 49 |
|
|
2024
Q4 | $385K | Sell |
905
-31
| -3% | -$13.2K | 0.18% | 48 |
|
|
2024
Q3 | $396K | Sell |
936
-2
| -0.2% | -$846 | 0.19% | 46 |
|
|
2024
Q2 | $367K | Buy |
938
+55
| +6% | +$21.5K | 0.18% | 50 |
|
|
2024
Q1 | $351K | Buy |
883
+117
| +15% | +$46.5K | 0.18% | 49 |
|
|
2023
Q4 | $289K | Buy |
766
+8
| +1% | +$3.02K | 0.16% | 58 |
|
|
2023
Q3 | $254K | Buy |
758
+99
| +15% | +$33.2K | 0.15% | 58 |
|
|
2023
Q2 | $227K | Buy |
+659
| New | +$227K | 0.13% | 65 |
|