Mayflower Financial Advisors’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 | $1.2M | Hold |
2,722
| – | – | 0.17% | 130 |
|
|
2025
Q1 | $1.14M | Hold |
2,722
| – | – | 0.17% | 128 |
|
|
2024
Q4 | $1.16M | Sell |
2,722
-1
| -0% | -$426 | 0.17% | 121 |
|
|
2024
Q3 | $1.15M | Hold |
2,723
| – | – | 0.17% | 124 |
|
|
2024
Q2 | $1.07M | Sell |
2,723
-142
| -5% | -$55.5K | 0.17% | 123 |
|
|
2024
Q1 | $1.14M | Sell |
2,865
-20
| -0.7% | -$7.96K | 0.19% | 117 |
|
|
2023
Q4 | $1.09M | Hold |
2,885
| – | – | 0.15% | 128 |
|
|
2023
Q3 | $966K | Sell |
2,885
-254
| -8% | -$85.1K | 0.14% | 126 |
|
|
2023
Q2 | $1.08M | Hold |
3,139
| – | – | 0.14% | 127 |
|
|
2023
Q1 | $1.04M | Sell |
3,139
-30
| -0.9% | -$9.98K | 0.14% | 126 |
|
|
2022
Q4 | $1.05M | Hold |
3,169
| – | – | 0.15% | 122 |
|
|
2022
Q3 | $911K | Sell |
3,169
-2,206
| -41% | -$634K | 0.15% | 112 |
|
|
2022
Q2 | $1.66M | Sell |
5,375
-9
| -0.2% | -$2.77K | 0.25% | 81 |
|
|
2022
Q1 | $1.87M | Sell |
5,384
-20
| -0.4% | -$6.94K | 0.25% | 73 |
|
|
2021
Q4 | $1.96M | Sell |
5,404
-91
| -2% | -$33.1K | 0.26% | 70 |
|
|
2021
Q3 | $1.95M | Sell |
5,495
-21
| -0.4% | -$7.45K | 0.26% | 70 |
|
|
2021
Q2 | $1.9M | Buy |
5,516
+2,119
| +62% | +$731K | 0.26% | 67 |
|
|
2021
Q1 | $1.12M | Sell |
3,397
-2
| -0.1% | -$661 | 0.17% | 88 |
|
|
2020
Q4 | $1.04M | Buy |
+3,399
| New | +$1.04M | 0.18% | 84 |
|