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Legacy Wealth Management (Idaho)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DIA Stock Details DIA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$85.7K Sell
194
-16
-8% -$7.07K 0.04% 116
2025
Q1 		$88.4K Buy
210
+150
+250% +$63.1K 0.06% 102
2024
Q4 		$26.6K Buy
60
+52
+650% +$23K 0.02% 179
2024
Q3 		$3.52K Buy
+8
New +$3.52K ﹤0.01% 423