MWM
Maltin Wealth 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 | $248K | Hold |
564
| – | – | 0.11% | 110 |
|
|
2025
Q1 | $237K | Hold |
564
| – | – | 0.11% | 116 |
|
|
2024
Q4 | $240K | Hold |
564
| – | – | 0.12% | 117 |
|
|
2024
Q3 | $239K | Hold |
564
| – | – | 0.12% | 116 |
|
|
2024
Q2 | $220K | Hold |
564
| – | – | 0.12% | 115 |
|
|
2024
Q1 | $224K | Hold |
564
| – | – | 0.13% | 114 |
|
|
2023
Q4 | $212K | Buy |
+564
| New | +$212K | 0.14% | 108 |
|
|
2022
Q1 | – | Sell |
-580
| Closed | -$211K | – | 117 |
|
|
2021
Q4 | $211K | Buy |
+580
| New | +$211K | 0.13% | 112 |
|