LWL
Leo Wealth LLC’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 | $2.06M | Buy |
4,681
+792
| +20% | +$349K | 0.16% | 114 |
|
|
2025
Q1 | $1.63M | Sell |
3,889
-78
| -2% | -$32.7K | 0.23% | 84 |
|
|
2024
Q4 | $1.69M | Buy |
3,967
+14
| +0.4% | +$5.96K | 0.15% | 115 |
|
|
2024
Q3 | $1.67M | Buy |
3,953
+14
| +0.4% | +$5.92K | 0.15% | 106 |
|
|
2024
Q2 | $1.54M | Buy |
3,939
+12
| +0.3% | +$4.69K | 0.16% | 110 |
|
|
2024
Q1 | $1.56M | Buy |
3,927
+17
| +0.4% | +$6.76K | 0.16% | 111 |
|
|
2023
Q4 | $1.47M | Buy |
+3,910
| New | +$1.47M | 0.15% | 110 |
|