Meritage Portfolio 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 | $677K | Hold |
|
|||||
|
2025
Q2 | $643K | Sell |
|
|||||
|
2025
Q1 | $711K | Hold |
|
|||||
|
2024
Q4 | $720K | Hold |
|
|||||
|
2024
Q3 | $716K | Buy |
|
|||||
|
2024
Q2 | $657K | Hold |
|
|||||
|
2024
Q1 | $669K | Hold |
|
|||||
|
2023
Q4 | $634K | Sell |
|
|||||
|
2023
Q3 | $672K | Hold |
|
|||||
|
2023
Q2 | $689K | Hold |
|
|||||
|
2023
Q1 | $667K | Hold |
|
|||||
|
2022
Q4 | $664K | Buy |
|
|||||
|
2022
Q3 | $562K | Hold |
|
|||||
|
2022
Q2 | $602K | Buy |
|
|||||
|
2022
Q1 | $505K | Hold |
|
|||||
|
2021
Q4 | $529K | Sell |
|
|||||
|
2021
Q3 | $655K | Hold |
|
|||||
|
2021
Q2 | $667K | Hold |
|
|||||
|
2021
Q1 | $639K | Hold |
|
|||||
|
2020
Q4 | $592K | Hold |
|
|||||
|
2020
Q3 | $537K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $571K | Hold |
|
|||||
|
2018
Q4 | $514K | Hold |
|
|||||
|
2018
Q3 | $583K | Sell |
|
|||||
|
2018
Q2 | $607K | Hold |
|
|||||
|
2018
Q1 | $603K | Hold |
|
|||||
|
2017
Q4 | $618K | Hold |
|
|||||
|
2017
Q3 | $560K | Hold |
|
|||||
|
2017
Q2 | $533K | Buy |
|
|||||
|
2017
Q1 | $419K | Buy |
|