Innova 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 | $386K | Sell |
876
-18
| -2% | -$7.93K | 0.23% | 65 |
|
|
2025
Q1 | $375K | Buy |
894
+60
| +7% | +$25.2K | 0.23% | 63 |
|
|
2024
Q4 | $355K | Buy |
+834
| New | +$355K | 0.22% | 62 |
|
|
2024
Q3 | – | Sell |
-514
| Closed | -$201K | – | 92 |
|
|
2024
Q2 | $201K | Buy |
+514
| New | +$201K | 0.14% | 81 |
|
|
2022
Q2 | – | Sell |
-648
| Closed | -$225K | – | 52 |
|
|
2022
Q1 | $225K | Sell |
648
-205
| -24% | -$71.2K | 0.16% | 63 |
|
|
2021
Q4 | $310K | Hold |
853
| – | – | 0.22% | 50 |
|
|
2021
Q3 | $289K | Sell |
853
-10
| -1% | -$3.39K | 0.23% | 51 |
|
|
2021
Q2 | $298K | Buy |
863
+10
| +1% | +$3.45K | 0.23% | 50 |
|
|
2021
Q1 | $282K | Buy |
853
+165
| +24% | +$54.5K | 0.24% | 50 |
|
|
2020
Q4 | $210K | Buy |
+688
| New | +$210K | 0.2% | 56 |
|