Marshall Financial Group (Maryland)’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $377K | Buy |
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|
2025
Q4 | $382K | Hold |
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|
2025
Q3 | $369K | Sell |
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|
2025
Q2 | $354K | Buy |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $281K | Hold |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $259K | Hold |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $235K | Buy |
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