Loring Wolcott & Coolidge Fiduciary Advisors’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 | $540K | Hold |
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|
2025
Q2 | $509K | Hold |
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|
2025
Q1 | $457K | Hold |
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|
2024
Q4 | $516K | Hold |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $391K | Hold |
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|
2023
Q2 | $397K | Hold |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $332K | Sell |
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|
2022
Q2 | $405K | Hold |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $552K | Hold |
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|
2021
Q1 | $528K | Hold |
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|
2020
Q4 | $489K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $413K | Sell |
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|
2020
Q1 | $438K | Hold |
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|
2019
Q4 | $570K | Hold |
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|
2019
Q3 | $538K | Hold |
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|
2019
Q2 | $532K | Hold |
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|
2019
Q1 | $518K | Hold |
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|
2018
Q4 | $466K | Hold |
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|
2018
Q3 | $529K | Hold |
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|
2018
Q2 | $485K | Hold |
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|
2018
Q1 | $483K | Hold |
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|
2017
Q4 | $495K | Hold |
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|
2017
Q3 | $448K | Hold |
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|
2017
Q2 | $437K | Hold |
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|
2017
Q1 | $413K | Hold |
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|
2016
Q4 | $395K | Sell |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $370K | Hold |
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|
2016
Q1 | $365K | Hold |
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|
2015
Q4 | $359K | Buy |
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|
2015
Q3 | $11K | Hold |
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|
2015
Q2 | $11K | Buy |
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