MWM
MinichMacGregor Wealth 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 | $878K | Sell |
1,992
-1
| -0.1% | -$441 | 0.19% | 54 |
|
|
2025
Q1 | $837K | Sell |
1,993
-167
| -8% | -$70.1K | 0.19% | 53 |
|
|
2024
Q4 | $919K | Buy |
2,160
+1,680
| +350% | +$715K | 0.19% | 54 |
|
|
2024
Q3 | $203K | Buy |
+480
| New | +$203K | 0.04% | 115 |
|
|
2023
Q1 | – | Sell |
-712
| Closed | -$236K | – | 226 |
|
|
2022
Q4 | $236K | Buy |
+712
| New | +$236K | 0.09% | 70 |
|
|
2020
Q2 | – | Sell |
-1,407
| Closed | -$331K | – | 76 |
|
|
2020
Q1 | $331K | Buy |
+1,407
| New | +$331K | 0.3% | 67 |
|
|
2018
Q2 | – | Sell |
-34
| Closed | -$8K | – | 538 |
|
|
2018
Q1 | $8K | Buy |
+34
| New | +$8K | 0.01% | 330 |
|
|
2017
Q1 | – | Sell |
-801
| Closed | -$158K | – | 467 |
|
|
2016
Q4 | $158K | Buy |
801
+1
| +0.1% | +$197 | 0.15% | 42 |
|
|
2016
Q3 | $146K | Hold |
800
| – | – | 0.14% | 44 |
|
|
2016
Q2 | $143K | Hold |
800
| – | – | 0.14% | 49 |
|
|
2016
Q1 | $141K | Hold |
800
| – | – | 0.14% | 48 |
|
|
2015
Q4 | $144K | Buy |
+800
| New | +$144K | 0.13% | 46 |
|