Mattern Wealth Management’s 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
2025
Q3
$503K Hold
2025
Q2
$478K Hold
2025
Q1
$455K Buy
2024
Q4
$323K Sell
2024
Q3
$459K Sell
2024
Q2
$432K Sell
2024
Q1
$639K Buy
2023
Q4
$605K Hold
2023
Q3
$538K Hold
2023
Q2
$552K Sell
2023
Q1
$567K Sell
2022
Q4
$714K Sell
2022
Q3
$754K Hold
2022
Q2
$808K Sell
2022
Q1
$1.21M Buy
2021
Q4
$692K Hold
2021
Q3
$644K Hold
2021
Q2
$661K Hold
2021
Q1
$629K Hold
2020
Q4
$583K Hold
2020
Q3
$529K Buy
2020
Q2
$362K Buy