Laird Norton Wetherby Wealth Management’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 | $1.13M | Buy |
+2,558
| New | +$1.13M | 0.05% | 328 |
|
|
2024
Q4 | $1.1M | Hold |
2,588
| – | – | 0.05% | 316 |
|
|
2024
Q3 | $1.1M | Hold |
2,588
| – | – | 0.05% | 330 |
|
|
2024
Q2 | $1.01M | Buy |
2,588
+17
| +0.7% | +$6.65K | 0.05% | 348 |
|
|
2024
Q1 | $1.02M | Buy |
2,571
+15
| +0.6% | +$5.97K | 0.05% | 355 |
|
|
2023
Q4 | $963K | Buy |
2,556
+88
| +4% | +$33.2K | 0.05% | 359 |
|
|
2023
Q3 | $827K | Sell |
2,468
-414
| -14% | -$139K | 0.05% | 375 |
|
|
2023
Q2 | $991K | Buy |
2,882
+414
| +17% | +$142K | 0.05% | 344 |
|
|
2023
Q1 | $821K | Hold |
2,468
| – | – | 0.05% | 379 |
|
|
2022
Q4 | $818K | Sell |
2,468
-362
| -13% | -$120K | 0.05% | 366 |
|
|
2022
Q3 | $813K | Buy |
2,830
+362
| +15% | +$104K | 0.06% | 336 |
|
|
2022
Q2 | $760K | Hold |
2,468
| – | – | 0.05% | 359 |
|
|
2022
Q1 | $856K | Hold |
2,468
| – | – | 0.05% | 350 |
|
|
2021
Q4 | $897K | Hold |
2,468
| – | – | 0.05% | 338 |
|
|
2021
Q3 | $834K | Hold |
2,468
| – | – | 0.05% | 347 |
|
|
2021
Q2 | $851K | Buy |
2,468
+1,503
| +156% | +$518K | 0.05% | 345 |
|
|
2021
Q1 | $319K | Sell |
965
-1,500
| -61% | -$496K | 0.02% | 587 |
|
|
2020
Q4 | $754K | Buy |
2,465
+1,500
| +155% | +$459K | 0.05% | 343 |
|
|
2020
Q3 | $268K | Sell |
965
-25
| -3% | -$6.94K | 0.02% | 551 |
|
|
2020
Q2 | $255K | Buy |
+990
| New | +$255K | 0.02% | 572 |
|
|
2019
Q2 | – | Sell |
-1,565
| Closed | -$406K | – | 683 |
|
|
2019
Q1 | $406K | Sell |
1,565
-159
| -9% | -$41.2K | 0.05% | 418 |
|
|
2018
Q4 | $402K | Hold |
1,724
| – | – | 0.06% | 384 |
|
|
2018
Q3 | $456K | Sell |
1,724
-50
| -3% | -$13.2K | 0.06% | 389 |
|
|
2018
Q2 | $431K | Buy |
1,774
+270
| +18% | +$65.6K | 0.06% | 382 |
|
|
2018
Q1 | $363K | Buy |
1,504
+325
| +28% | +$78.4K | 0.05% | 434 |
|
|
2017
Q4 | $292K | Buy |
1,179
+190
| +19% | +$47.1K | 0.04% | 478 |
|
|
2017
Q3 | $221K | Buy |
+989
| New | +$221K | 0.03% | 532 |
|