Liberty Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $264K | Hold |
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|
2025
Q2 | $251K | Sell |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $312K | Buy |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $227K | Buy |
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|
2021
Q1 | $197K | Hold |
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|
2020
Q4 | $197K | Sell |
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|
2020
Q3 | $191K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $387K | Buy |
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|
2019
Q1 | $203K | Sell |
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|
2018
Q4 | $227K | Buy |
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