Level Four Advisory Services’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 | $1.69M | Sell |
3,834
-205
| -5% | -$90.3K | 0.06% | 275 |
|
2025
Q1 | $1.7M | Buy |
4,039
+64
| +2% | +$26.9K | 0.07% | 266 |
|
2024
Q4 | $1.69M | Buy |
3,975
+3
| +0.1% | +$1.28K | 0.07% | 260 |
|
2024
Q3 | $1.66M | Sell |
3,972
-280
| -7% | -$117K | 0.07% | 261 |
|
2024
Q2 | $1.66M | Sell |
4,252
-3,885
| -48% | -$1.52M | 0.08% | 260 |
|
2024
Q1 | $3.07M | Hold |
8,137
| – | – | 0.17% | 146 |
|
2023
Q4 | $3.07M | Buy |
8,137
+3,883
| +91% | +$1.46M | 0.17% | 143 |
|
2023
Q3 | $1.42M | Sell |
4,254
-2,196
| -34% | -$736K | 0.09% | 234 |
|
2023
Q2 | $2.22M | Sell |
6,450
-29
| -0.4% | -$9.97K | 0.13% | 168 |
|
2023
Q1 | $2.15M | Sell |
6,479
-722
| -10% | -$240K | 0.14% | 172 |
|
2022
Q4 | $2.39M | Buy |
7,201
+4,953
| +220% | +$1.64M | 0.18% | 141 |
|
2022
Q3 | $646K | Buy |
2,248
+15
| +0.7% | +$4.31K | 0.06% | 273 |
|
2022
Q2 | $687K | Sell |
2,233
-199
| -8% | -$61.2K | 0.06% | 282 |
|
2022
Q1 | $843K | Sell |
2,432
-1,123
| -32% | -$389K | 0.07% | 276 |
|
2021
Q4 | $1.29M | Buy |
3,555
+863
| +32% | +$314K | 0.1% | 210 |
|
2021
Q3 | $911K | Sell |
2,692
-2,221
| -45% | -$752K | 0.09% | 200 |
|
2021
Q2 | $1.7M | Buy |
4,913
+42
| +0.9% | +$14.5K | 0.12% | 192 |
|
2021
Q1 | $1.61M | Sell |
4,871
-512
| -10% | -$169K | 0.12% | 183 |
|
2020
Q4 | $1.65M | Buy |
5,383
+305
| +6% | +$93.3K | 0.13% | 166 |
|
2020
Q3 | $1.41M | Sell |
5,078
-451
| -8% | -$125K | 0.11% | 191 |
|
2020
Q2 | $1.43M | Buy |
5,529
+1,330
| +32% | +$343K | 0.11% | 194 |
|
2020
Q1 | $916K | Sell |
4,199
-2,234
| -35% | -$487K | 0.11% | 211 |
|
2019
Q4 | $1.83M | Sell |
6,433
-176
| -3% | -$50.1K | 0.07% | 227 |
|
2019
Q3 | $1.78M | Buy |
6,609
+19
| +0.3% | +$5.11K | 0.18% | 128 |
|
2019
Q2 | $1.75M | Buy |
6,590
+105
| +2% | +$27.9K | 0.18% | 122 |
|
2019
Q1 | $1.68M | Sell |
6,485
-143
| -2% | -$37K | 0.19% | 126 |
|
2018
Q4 | $1.55M | Sell |
6,628
-883
| -12% | -$206K | 0.19% | 118 |
|
2018
Q3 | $1.99M | Sell |
7,511
-638
| -8% | -$169K | 0.21% | 111 |
|
2018
Q2 | $1.98M | Buy |
8,149
+905
| +12% | +$220K | 0.14% | 142 |
|
2018
Q1 | $1.75M | Buy |
7,244
+3,220
| +80% | +$777K | 0.14% | 147 |
|
2017
Q4 | $995K | Buy |
4,024
+61
| +2% | +$15.1K | 0.08% | 237 |
|
2017
Q3 | $887K | Sell |
3,963
-5
| -0.1% | -$1.12K | 0.08% | 239 |
|
2017
Q2 | $819K | Hold |
3,968
| – | – | 0.13% | 172 |
|
2017
Q1 | $819K | Buy |
3,968
+430
| +12% | +$88.8K | 0.08% | 231 |
|
2016
Q4 | $699K | Buy |
+3,538
| New | +$699K | 0.09% | 221 |
|