MWM
Mattern 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 | $478K | Hold |
1,084
| – | – | 0.1% | 94 |
|
|
2025
Q1 | $455K | Buy |
1,084
+325
| +43% | +$136K | 0.1% | 102 |
|
|
2024
Q4 | $323K | Sell |
759
-325
| -30% | -$138K | 0.07% | 132 |
|
|
2024
Q3 | $459K | Sell |
1,084
-21
| -2% | -$8.89K | 0.1% | 112 |
|
|
2024
Q2 | $432K | Sell |
1,105
-501
| -31% | -$196K | 0.1% | 117 |
|
|
2024
Q1 | $639K | Buy |
1,606
+1
| +0.1% | +$398 | 0.16% | 96 |
|
|
2023
Q4 | $605K | Hold |
1,605
| – | – | 0.16% | 101 |
|
|
2023
Q3 | $538K | Hold |
1,605
| – | – | 0.16% | 100 |
|
|
2023
Q2 | $552K | Sell |
1,605
-100
| -6% | -$34.4K | 0.16% | 101 |
|
|
2023
Q1 | $567K | Sell |
1,705
-450
| -21% | -$150K | 0.19% | 108 |
|
|
2022
Q4 | $714K | Sell |
2,155
-470
| -18% | -$156K | 0.29% | 83 |
|
|
2022
Q3 | $754K | Hold |
2,625
| – | – | 0.3% | 77 |
|
|
2022
Q2 | $808K | Sell |
2,625
-850
| -24% | -$262K | 0.32% | 76 |
|
|
2022
Q1 | $1.21M | Buy |
3,475
+1,570
| +82% | +$544K | 0.39% | 66 |
|
|
2021
Q4 | $692K | Hold |
1,905
| – | – | 0.2% | 97 |
|
|
2021
Q3 | $644K | Hold |
1,905
| – | – | 0.22% | 96 |
|
|
2021
Q2 | $661K | Hold |
1,905
| – | – | 0.21% | 99 |
|
|
2021
Q1 | $629K | Hold |
1,905
| – | – | 0.22% | 94 |
|
|
2020
Q4 | $583K | Hold |
1,905
| – | – | 0.22% | 94 |
|
|
2020
Q3 | $529K | Buy |
1,905
+500
| +36% | +$139K | 0.23% | 94 |
|
|
2020
Q2 | $362K | Buy |
+1,405
| New | +$362K | 0.18% | 104 |
|