Melone Private Wealth’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 | $12.4M | Buy |
28,358
+697
| +3% | +$305K | 6.36% | 5 |
|
|
2025
Q1 | $11.6M | Buy |
27,661
+369
| +1% | +$155K | 6.08% | 5 |
|
|
2024
Q4 | $11.6M | Sell |
27,292
-6,514
| -19% | -$2.77M | 6.02% | 5 |
|
|
2024
Q3 | $14.3M | Buy |
33,806
+1,453
| +4% | +$615K | 7.6% | 2 |
|
|
2024
Q2 | $12.7M | Buy |
32,353
+282
| +0.9% | +$110K | 7.5% | 3 |
|
|
2024
Q1 | $12.8M | Buy |
32,071
+164
| +0.5% | +$65.2K | 7.66% | 3 |
|
|
2023
Q4 | $12M | Buy |
31,907
+8,530
| +36% | +$3.21M | 7.65% | 2 |
|
|
2023
Q3 | $7.83M | Buy |
23,377
+1,495
| +7% | +$501K | 5.6% | 6 |
|
|
2023
Q2 | $7.52M | Buy |
21,882
+1,587
| +8% | +$546K | 5.31% | 6 |
|
|
2023
Q1 | $6.8M | Buy |
20,295
+7,026
| +53% | +$2.35M | 5.19% | 6 |
|
|
2022
Q4 | $4.4M | Buy |
13,269
+1,790
| +16% | +$593K | 3.73% | 12 |
|
|
2022
Q3 | $3.44M | Buy |
11,479
+645
| +6% | +$193K | 3% | 12 |
|
|
2022
Q2 | $3.4M | Buy |
10,834
+535
| +5% | +$168K | 2.88% | 12 |
|
|
2022
Q1 | $3.49M | Buy |
10,299
+2,788
| +37% | +$946K | 2.85% | 13 |
|
|
2021
Q4 | $2.73M | Buy |
+7,511
| New | +$2.73M | 2.05% | 17 |
|