MAWCM
Mine & Arao Wealth Creation & 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 | $23.3M | Sell |
52,796
-221
| -0.4% | -$97.4K | 10.38% | 3 |
|
|
2025
Q1 | $22.3M | Sell |
53,017
-976
| -2% | -$410K | 10.86% | 3 |
|
|
2024
Q4 | $23M | Sell |
53,993
-2,140
| -4% | -$911K | 10.53% | 3 |
|
|
2024
Q3 | $23.8M | Buy |
56,133
+642
| +1% | +$272K | 11.03% | 3 |
|
|
2024
Q2 | $21.7M | Buy |
55,491
+45
| +0.1% | +$17.6K | 10.56% | 3 |
|
|
2024
Q1 | $22.1M | Buy |
55,446
+1,388
| +3% | +$552K | 10.91% | 3 |
|
|
2023
Q4 | $20.4M | Buy |
54,058
+271
| +0.5% | +$102K | 11.02% | 3 |
|
|
2023
Q3 | $18M | Buy |
53,787
+820
| +2% | +$275K | 10.96% | 3 |
|
|
2023
Q2 | $18.2M | Buy |
52,967
+409
| +0.8% | +$141K | 10.65% | 3 |
|
|
2023
Q1 | $17.5M | Buy |
52,558
+2,707
| +5% | +$900K | 11.22% | 3 |
|
|
2022
Q4 | $16.5M | Sell |
49,851
-2,452
| -5% | -$812K | 12.23% | 3 |
|
|
2022
Q3 | $15M | Buy |
52,303
+215
| +0.4% | +$61.8K | 11.07% | 3 |
|
|
2022
Q2 | $16M | Buy |
52,088
+200
| +0.4% | +$61.6K | 11.26% | 3 |
|
|
2022
Q1 | $18M | Buy |
51,888
+344
| +0.7% | +$119K | 10.55% | 3 |
|
|
2021
Q4 | $18.7M | Buy |
51,544
+1,155
| +2% | +$420K | 10.32% | 3 |
|
|
2021
Q3 | $17M | Buy |
50,389
+981
| +2% | +$332K | 10.21% | 3 |
|
|
2021
Q2 | $17M | Buy |
49,408
+596
| +1% | +$206K | 10.29% | 3 |
|
|
2021
Q1 | $16.1M | Sell |
48,812
-59
| -0.1% | -$19.5K | 10.75% | 3 |
|
|
2020
Q4 | $14.9M | Buy |
48,871
+478
| +1% | +$146K | 10.73% | 3 |
|
|
2020
Q3 | $13.4M | Buy |
48,393
+95
| +0.2% | +$26.4K | 11.05% | 3 |
|
|
2020
Q2 | $12.5M | Sell |
48,298
-1,429
| -3% | -$369K | 11.68% | 3 |
|
|
2020
Q1 | $10.9M | Sell |
49,727
-4,970
| -9% | -$1.09M | 12.64% | 3 |
|
|
2019
Q4 | $15.6M | Buy |
+54,697
| New | +$15.6M | 14.63% | 3 |
|