IPG Investment Advisors’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 | $458K | Buy |
1,036
+50
| +5% | +$22.1K | 0.09% | 112 |
|
|
2025
Q1 | $415K | Buy |
986
+65
| +7% | +$27.3K | 0.09% | 107 |
|
|
2024
Q4 | $393K | Buy |
921
+185
| +25% | +$78.9K | 0.09% | 111 |
|
|
2024
Q3 | $312K | Sell |
736
-250
| -25% | -$106K | 0.07% | 126 |
|
|
2024
Q2 | $387K | Sell |
986
-9,500
| -91% | -$3.72M | 0.08% | 107 |
|
|
2024
Q1 | $4.18M | Buy |
10,486
+9,750
| +1,325% | +$3.89M | 0.91% | 33 |
|
|
2023
Q4 | $278K | Sell |
736
-600
| -45% | -$227K | 0.06% | 151 |
|
|
2023
Q3 | $449K | Buy |
1,336
+125
| +10% | +$42K | 0.1% | 110 |
|
|
2023
Q2 | $417K | Buy |
1,211
+169
| +16% | +$58.2K | 0.09% | 113 |
|
|
2023
Q1 | $347K | Sell |
1,042
-40
| -4% | -$13.3K | 0.08% | 112 |
|
|
2022
Q4 | $358K | Sell |
1,082
-540
| -33% | -$179K | 0.1% | 91 |
|
|
2022
Q3 | $467K | Buy |
1,622
+450
| +38% | +$130K | 0.13% | 76 |
|
|
2022
Q2 | $362K | Buy |
1,172
+180
| +18% | +$55.6K | 0.09% | 98 |
|
|
2022
Q1 | $345K | Buy |
992
+300
| +43% | +$104K | 0.07% | 117 |
|
|
2021
Q4 | $252K | Hold |
692
| – | – | 0.05% | 167 |
|
|
2021
Q3 | $234K | Sell |
692
-11,030
| -94% | -$3.73M | 0.07% | 101 |
|
|
2021
Q2 | $4.04M | Buy |
11,722
+10,230
| +686% | +$3.53M | 1.18% | 18 |
|
|
2021
Q1 | $493K | Buy |
1,492
+500
| +50% | +$165K | 0.1% | 121 |
|
|
2020
Q4 | $303K | Buy |
+992
| New | +$303K | 0.07% | 120 |
|
|
2017
Q4 | – | Sell |
-1,677
| Closed | -$375K | – | 154 |
|
|
2017
Q3 | $375K | Buy |
1,677
+255
| +18% | +$57.1K | 0.13% | 83 |
|
|
2017
Q2 | $303K | Sell |
1,422
-155
| -10% | -$33.1K | 0.12% | 90 |
|
|
2017
Q1 | $325K | Sell |
1,577
-220
| -12% | -$45.4K | 0.15% | 93 |
|
|
2016
Q4 | $355K | Buy |
1,797
+675
| +60% | +$133K | 0.14% | 86 |
|
|
2016
Q3 | $205K | Hold |
1,122
| – | – | 0.09% | 107 |
|
|
2016
Q2 | $201K | Buy |
+1,122
| New | +$201K | 0.08% | 109 |
|