Laurel Wealth Advisors (North Carolina)’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 | $9K | Buy |
3,966
+3,957
| +43,967% | +$8.98K | ﹤0.01% | 649 |
|
|
2025
Q1 | $3.78K | Hold |
9
| – | – | ﹤0.01% | 560 |
|
|
2024
Q4 | $3.83K | Hold |
9
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $3.81K | Hold |
9
| – | – | ﹤0.01% | 541 |
|
|
2024
Q2 | $3.52K | Hold |
9
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $3.58K | Sell |
9
-94
| -91% | -$37.4K | ﹤0.01% | 514 |
|
|
2023
Q4 | $38.6K | Buy |
103
+1
| +1% | +$375 | 0.01% | 304 |
|
|
2023
Q3 | $34.2K | Buy |
102
+9
| +10% | +$3.01K | 0.01% | 313 |
|
|
2023
Q2 | $31.8K | Hold |
93
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $30.6K | Buy |
93
+1
| +1% | +$329 | 0.01% | 327 |
|
|
2022
Q4 | $30.4K | Buy |
92
+1
| +1% | +$330 | 0.01% | 302 |
|
|
2022
Q3 | $26K | Hold |
91
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $28K | Buy |
91
+1
| +1% | +$308 | 0.01% | 306 |
|
|
2022
Q1 | $31K | Hold |
90
| – | – | 0.01% | 307 |
|
|
2021
Q4 | $33K | Hold |
90
| – | – | 0.01% | 298 |
|
|
2021
Q3 | $30K | Buy |
90
+1
| +1% | +$333 | 0.01% | 303 |
|
|
2021
Q2 | $31K | Hold |
89
| – | – | 0.01% | 326 |
|
|
2021
Q1 | $29K | Buy |
89
+7
| +9% | +$2.28K | 0.01% | 310 |
|
|
2020
Q4 | $25K | Hold |
82
| – | – | 0.01% | 320 |
|
|
2020
Q3 | $23K | Hold |
82
| – | – | 0.01% | 303 |
|
|
2020
Q2 | $21K | Buy |
82
+1
| +1% | +$256 | 0.01% | 307 |
|
|
2020
Q1 | $18K | Hold |
81
| – | – | 0.01% | 299 |
|
|
2019
Q4 | $23K | Buy |
81
+1
| +1% | +$284 | 0.01% | 313 |
|
|
2019
Q3 | $22K | Sell |
80
-54
| -40% | -$14.9K | 0.01% | 311 |
|
|
2019
Q2 | $36K | Buy |
134
+55
| +70% | +$14.8K | 0.01% | 265 |
|
|
2019
Q1 | $21K | Hold |
79
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $18K | Buy |
+79
| New | +$18K | 0.01% | 299 |
|