Liberty Wealth Management’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 | $251K | Sell |
569
-7
| -1% | -$3.09K | 0.04% | 188 |
|
|
2025
Q1 | $242K | Sell |
576
-54
| -9% | -$22.7K | 0.05% | 137 |
|
|
2024
Q4 | $268K | Hold |
630
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $267K | Buy |
630
+28
| +5% | +$11.9K | 0.05% | 171 |
|
|
2024
Q2 | $235K | Sell |
602
-21
| -3% | -$8.2K | 0.04% | 177 |
|
|
2024
Q1 | $248K | Sell |
623
-311
| -33% | -$124K | 0.05% | 159 |
|
|
2023
Q4 | $352K | Buy |
934
+1
| +0.1% | +$377 | 0.08% | 123 |
|
|
2023
Q3 | $312K | Buy |
933
+294
| +46% | +$98.3K | 0.08% | 124 |
|
|
2023
Q2 | $220K | Sell |
639
-28
| -4% | -$9.62K | 0.05% | 172 |
|
|
2023
Q1 | $222K | Buy |
+667
| New | +$222K | 0.05% | 207 |
|
|
2022
Q3 | – | Sell |
-661
| Closed | -$203K | – | 151 |
|
|
2022
Q2 | $203K | Buy |
661
+6
| +0.9% | +$1.84K | 0.08% | 136 |
|
|
2022
Q1 | $227K | Buy |
+655
| New | +$227K | 0.08% | 131 |
|
|
2021
Q4 | – | Sell |
-865
| Closed | -$293K | – | 141 |
|
|
2021
Q3 | $293K | Sell |
865
-95
| -10% | -$32.2K | 0.1% | 119 |
|
|
2021
Q2 | $227K | Buy |
960
+306
| +47% | +$72.4K | 0.09% | 117 |
|
|
2021
Q1 | $197K | Hold |
654
| – | – | 0.1% | 108 |
|
|
2020
Q4 | $197K | Sell |
654
-35
| -5% | -$10.5K | 0.1% | 107 |
|
|
2020
Q3 | $191K | Sell |
689
-163
| -19% | -$45.2K | 0.11% | 100 |
|
|
2020
Q2 | $220K | Sell |
852
-84
| -9% | -$21.7K | 0.15% | 88 |
|
|
2020
Q1 | $205K | Sell |
936
-15
| -2% | -$3.29K | 0.18% | 86 |
|
|
2019
Q4 | $271K | Buy |
951
+1
| +0.1% | +$285 | 0.21% | 86 |
|
|
2019
Q3 | $256K | Sell |
950
-506
| -35% | -$136K | 0.24% | 79 |
|
|
2019
Q2 | $387K | Buy |
1,456
+671
| +85% | +$178K | 0.34% | 61 |
|
|
2019
Q1 | $203K | Sell |
785
-190
| -19% | -$49.1K | 0.15% | 86 |
|
|
2018
Q4 | $227K | Buy |
+975
| New | +$227K | 0.17% | 79 |
|