Koss-Olinger Consulting’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 | $957K | Sell |
2,171
-116
| -5% | -$51.1K | 0.08% | 126 |
|
|
2025
Q1 | $960K | Buy |
+2,287
| New | +$960K | 0.08% | 123 |
|
|
2024
Q4 | – | Sell |
-2,520
| Closed | -$1.07M | – | 214 |
|
|
2024
Q3 | $1.07M | Sell |
2,520
-110
| -4% | -$46.5K | 0.09% | 105 |
|
|
2024
Q2 | $1.03M | Buy |
+2,630
| New | +$1.03M | 0.1% | 103 |
|
|
2024
Q1 | – | Sell |
-2,785
| Closed | -$1.05M | – | 110 |
|
|
2023
Q4 | $1.05M | Sell |
2,785
-125
| -4% | -$47.1K | 0.1% | 96 |
|
|
2023
Q3 | $975K | Sell |
2,910
-180
| -6% | -$60.3K | 0.14% | 88 |
|
|
2023
Q2 | $1.06M | Sell |
3,090
-50
| -2% | -$17.2K | 0.12% | 90 |
|
|
2023
Q1 | $1.04M | Buy |
+3,140
| New | +$1.04M | 0.13% | 88 |
|
|
2021
Q4 | – | Sell |
-3,550
| Closed | -$1.2M | – | 230 |
|
|
2021
Q3 | $1.2M | Hold |
3,550
| – | – | 0.2% | 48 |
|
|
2021
Q2 | $1.23M | Hold |
3,550
| – | – | 0.18% | 64 |
|
|
2021
Q1 | $1.17M | Buy |
+3,550
| New | +$1.17M | 0.2% | 57 |
|