Lugano Financial Advisors SA (LFA)’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
Q2 | $220K | Hold |
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|
2025
Q1 | $210K | Hold |
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|
2024
Q4 | $213K | Hold |
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|
2024
Q3 | $212K | Hold |
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|
2024
Q2 | $196K | Hold |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $167K | Sell |
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|
2023
Q2 | $423K | Buy |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $252K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $190K | Buy |
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