Mark Sheptoff Financial Planning’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
Q2 | $39.7K | Hold |
90
| – | – | 0.02% | 202 |
|
|
2025
Q1 | $37.8K | Sell |
90
-150
| -63% | -$63K | 0.02% | 184 |
|
|
2024
Q4 | $102K | Hold |
240
| – | – | 0.05% | 120 |
|
|
2024
Q3 | $102K | Sell |
240
-100
| -29% | -$42.3K | 0.05% | 126 |
|
|
2024
Q2 | $133K | Hold |
340
| – | – | 0.07% | 116 |
|
|
2024
Q1 | $135K | Hold |
340
| – | – | 0.08% | 118 |
|
|
2023
Q4 | $128K | Buy |
340
+250
| +278% | +$94.2K | 0.08% | 110 |
|
|
2023
Q3 | $30.1K | Hold |
90
| – | – | 0.02% | 185 |
|
|
2023
Q2 | $30.9K | Buy |
90
+40
| +80% | +$13.8K | 0.02% | 194 |
|
|
2023
Q1 | $16.6K | Hold |
50
| – | – | 0.01% | 225 |
|
|
2022
Q4 | $16.6K | Hold |
50
| – | – | 0.01% | 235 |
|
|
2022
Q3 | $14K | Hold |
50
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $15K | Hold |
50
| – | – | 0.01% | 237 |
|
|
2022
Q1 | $17K | Hold |
50
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $18K | Hold |
50
| – | – | 0.01% | 261 |
|
|
2021
Q3 | $17K | Hold |
50
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $17K | Hold |
50
| – | – | 0.01% | 284 |
|
|
2021
Q1 | $17K | Hold |
50
| – | – | 0.01% | 248 |
|
|
2020
Q4 | $15K | Hold |
50
| – | – | 0.01% | 242 |
|
|
2020
Q3 | $14K | Hold |
50
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $13K | Sell |
50
-50
| -50% | -$13K | 0.01% | 231 |
|
|
2020
Q1 | $22K | Hold |
100
| – | – | 0.02% | 177 |
|
|
2019
Q4 | $29K | Hold |
100
| – | – | 0.02% | 187 |
|
|
2019
Q3 | $27K | Hold |
100
| – | – | 0.02% | 189 |
|
|
2019
Q2 | $27K | Hold |
100
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $26K | Hold |
100
| – | – | 0.02% | 198 |
|
|
2018
Q4 | $23K | Hold |
100
| – | – | 0.02% | 184 |
|
|
2018
Q3 | $26K | Hold |
100
| – | – | 0.02% | 212 |
|
|
2018
Q2 | $24K | Hold |
100
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $24K | Hold |
100
| – | – | 0.02% | 217 |
|
|
2017
Q4 | $25K | Hold |
100
| – | – | 0.02% | 222 |
|
|
2017
Q3 | $22K | Hold |
100
| – | – | 0.01% | 230 |
|
|
2017
Q2 | $21K | Sell |
100
-1
| -1% | -$210 | 0.01% | 224 |
|
|
2017
Q1 | $21K | Buy |
101
+1
| +1% | +$208 | 0.02% | 223 |
|
|
2016
Q4 | $20K | Hold |
100
| – | – | 0.01% | 219 |
|
|
2016
Q3 | $18K | Hold |
100
| – | – | 0.01% | 222 |
|
|
2016
Q2 | $18K | Hold |
100
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $18K | Hold |
100
| – | – | 0.01% | 216 |
|
|
2015
Q4 | $17K | Buy |
+100
| New | +$17K | 0.01% | 234 |
|