LPAM
Lodestar Private Asset Management’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 | $686K | Hold |
1,556
| – | – | 0.08% | 121 |
|
2025
Q1 | $653K | Sell |
1,556
-75
| -5% | -$31.5K | 0.08% | 124 |
|
2024
Q4 | $694K | Sell |
1,631
-121
| -7% | -$51.5K | 0.09% | 117 |
|
2024
Q3 | $741K | Hold |
1,752
| – | – | 0.09% | 114 |
|
2024
Q2 | $685K | Sell |
1,752
-75
| -4% | -$29.3K | 0.09% | 116 |
|
2024
Q1 | $727K | Sell |
1,827
-25
| -1% | -$9.94K | 0.1% | 108 |
|
2023
Q4 | $698K | Sell |
1,852
-40
| -2% | -$15.1K | 0.11% | 112 |
|
2023
Q3 | $634K | Sell |
1,892
-10
| -0.5% | -$3.35K | 0.11% | 111 |
|
2023
Q2 | $654K | Hold |
1,902
| – | – | 0.11% | 109 |
|
2023
Q1 | $633K | Sell |
1,902
-25
| -1% | -$8.32K | 0.11% | 108 |
|
2022
Q4 | $638K | Buy |
+1,927
| New | +$638K | 0.12% | 107 |
|