Intrepid Financial Planning Group’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 | $2.28M | Sell |
5,176
-14
| -0.3% | -$6.17K | 0.96% | 24 |
|
|
2025
Q1 | $2.18M | Buy |
5,190
+1
| +0% | +$420 | 1.01% | 23 |
|
|
2024
Q4 | $2.21M | Buy |
5,189
+555
| +12% | +$236K | 0.93% | 26 |
|
|
2024
Q3 | $1.96M | Sell |
4,634
-453
| -9% | -$192K | 0.84% | 28 |
|
|
2024
Q2 | $1.99M | Buy |
5,087
+273
| +6% | +$107K | 0.85% | 29 |
|
|
2024
Q1 | $1.91M | Hold |
4,814
| – | – | 0.83% | 31 |
|
|
2023
Q4 | $1.81M | Sell |
4,814
-106
| -2% | -$39.9K | 0.87% | 30 |
|
|
2023
Q3 | $1.65M | Sell |
4,920
-496
| -9% | -$166K | 0.85% | 31 |
|
|
2023
Q2 | $1.86M | Buy |
5,416
+100
| +2% | +$34.4K | 0.89% | 32 |
|
|
2023
Q1 | $1.77M | Buy |
5,316
+179
| +3% | +$59.5K | 0.89% | 31 |
|
|
2022
Q4 | $1.7M | Sell |
5,137
-410
| -7% | -$136K | 0.92% | 28 |
|
|
2022
Q3 | $1.59M | Sell |
5,547
-88
| -2% | -$25.3K | 0.91% | 30 |
|
|
2022
Q2 | $1.73M | Buy |
+5,635
| New | +$1.73M | 0.95% | 28 |
|