IWS
Integrity Wealth Solutions’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 | $209K | Sell |
475
-843
| -64% | -$372K | 0.1% | 108 |
|
2025
Q1 | $554K | Buy |
1,318
+746
| +130% | +$314K | 0.3% | 64 |
|
2024
Q4 | $244K | Buy |
572
+2
| +0.4% | +$853 | 0.14% | 91 |
|
2024
Q3 | $242K | Buy |
570
+22
| +4% | +$9.33K | 0.14% | 82 |
|
2024
Q2 | $215K | Sell |
548
-9
| -2% | -$3.53K | 0.14% | 85 |
|
2024
Q1 | $222K | Buy |
+557
| New | +$222K | 0.15% | 92 |
|