Intergy Private Wealth’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 | $6.63M | Buy |
15,051
+227
| +2% | +$100K | 2.26% | 9 |
|
|
2025
Q1 | $6.22M | Sell |
14,824
-175
| -1% | -$73.5K | 2.37% | 10 |
|
|
2024
Q4 | $6.38M | Buy |
14,999
+116
| +0.8% | +$49.4K | 2.38% | 9 |
|
|
2024
Q3 | $6.3M | Buy |
14,883
+461
| +3% | +$195K | 2.4% | 10 |
|
|
2024
Q2 | $5.64M | Buy |
14,422
+79
| +0.6% | +$30.9K | 2.33% | 10 |
|
|
2024
Q1 | $5.7M | Buy |
14,343
+88
| +0.6% | +$35K | 2.35% | 11 |
|
|
2023
Q4 | $5.37M | Buy |
14,255
+135
| +1% | +$50.9K | 2.32% | 11 |
|
|
2023
Q3 | $4.73M | Buy |
14,120
+45
| +0.3% | +$15.1K | 2.37% | 11 |
|
|
2023
Q2 | $4.84M | Buy |
14,075
+232
| +2% | +$79.8K | 2.37% | 11 |
|
|
2023
Q1 | $4.6M | Buy |
13,843
+251
| +2% | +$83.5K | 2.58% | 10 |
|
|
2022
Q4 | $4.5M | Buy |
13,592
+453
| +3% | +$150K | 2.82% | 9 |
|
|
2022
Q3 | $3.78M | Sell |
13,139
-1,512
| -10% | -$434K | 2.68% | 9 |
|
|
2022
Q2 | $4.51M | Sell |
14,651
-2,998
| -17% | -$923K | 3.56% | 6 |
|
|
2022
Q1 | $6.12M | Sell |
17,649
-5,646
| -24% | -$1.96M | 4.27% | 6 |
|
|
2021
Q4 | $8.46M | Buy |
+23,295
| New | +$8.46M | 6.61% | 4 |
|