Marshall Financial Group (Maryland)’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 | $354K | Buy |
797
+30
| +4% | +$13.3K | 0.07% | 201 |
|
|
2025
Q1 | $322K | Buy |
767
+106
| +16% | +$44.5K | 0.07% | 188 |
|
|
2024
Q4 | $281K | Hold |
661
| – | – | 0.07% | 185 |
|
|
2024
Q3 | $280K | Buy |
661
+11
| +2% | +$4.65K | 0.07% | 185 |
|
|
2024
Q2 | $254K | Hold |
650
| – | – | 0.07% | 152 |
|
|
2024
Q1 | $259K | Hold |
650
| – | – | 0.07% | 156 |
|
|
2023
Q4 | $245K | Hold |
650
| – | – | 0.08% | 157 |
|
|
2023
Q3 | $218K | Hold |
650
| – | – | 0.08% | 155 |
|
|
2023
Q2 | $224K | Hold |
650
| – | – | 0.08% | 161 |
|
|
2023
Q1 | $216K | Sell |
650
-70
| -10% | -$23.3K | 0.08% | 162 |
|
|
2022
Q4 | $239K | Sell |
720
-16
| -2% | -$5.3K | 0.09% | 154 |
|
|
2022
Q3 | $211K | Sell |
736
-6
| -0.8% | -$1.72K | 0.09% | 169 |
|
|
2022
Q2 | $228K | Hold |
742
| – | – | 0.09% | 169 |
|
|
2022
Q1 | $257K | Hold |
742
| – | – | 0.11% | 183 |
|
|
2021
Q4 | $270K | Sell |
742
-25
| -3% | -$9.1K | 0.1% | 190 |
|
|
2021
Q3 | $259K | Hold |
767
| – | – | 0.13% | 154 |
|
|
2021
Q2 | $265K | Hold |
767
| – | – | 0.14% | 155 |
|
|
2021
Q1 | $253K | Hold |
767
| – | – | 0.15% | 120 |
|
|
2020
Q4 | $235K | Buy |
+767
| New | +$235K | 0.15% | 114 |
|