LM Advisors’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 | $6.47M | Buy |
14,690
+99
| +0.7% | +$43.6K | 0.83% | 18 |
|
|
2025
Q1 | $6.13M | Buy |
14,591
+1,112
| +8% | +$467K | 1.1% | 17 |
|
|
2024
Q4 | $5.75M | Buy |
13,479
+261
| +2% | +$111K | 1.03% | 20 |
|
|
2024
Q3 | $5.54M | Sell |
13,218
-115
| -0.9% | -$48.2K | 1.13% | 18 |
|
|
2024
Q2 | $5.17M | Sell |
13,333
-200
| -1% | -$77.5K | 0.01% | 39 |
|
|
2024
Q1 | $5.34M | Sell |
13,533
-680
| -5% | -$268K | 0.85% | 19 |
|
|
2023
Q4 | $5.36M | Buy |
+14,213
| New | +$5.36M | 1.08% | 17 |
|