Marcum Wealth’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
Q1 | – | Sell |
-886
| Closed | -$377K | – | 409 |
|
|
2024
Q4 | $377K | Buy |
+886
| New | +$377K | 0.03% | 239 |
|
|
2024
Q1 | – | Sell |
-610
| Closed | -$230K | – | 400 |
|
|
2023
Q4 | $230K | Buy |
+610
| New | +$230K | 0.02% | 309 |
|
|
2022
Q1 | – | Sell |
-968
| Closed | -$352K | – | 382 |
|
|
2021
Q4 | $352K | Buy |
968
+113
| +13% | +$41.1K | 0.05% | 222 |
|
|
2021
Q3 | $289K | Buy |
+855
| New | +$289K | 0.05% | 241 |
|