MWM
Mission 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 | $1.94M | Buy |
4,404
+132
| +3% | +$58.2K | 0.04% | 209 |
|
|
2025
Q1 | $1.79M | Sell |
4,272
-398
| -9% | -$167K | 0.04% | 195 |
|
|
2024
Q4 | $1.99M | Sell |
4,670
-126
| -3% | -$53.6K | 0.05% | 174 |
|
|
2024
Q3 | $2.03M | Buy |
4,796
+299
| +7% | +$127K | 0.05% | 170 |
|
|
2024
Q2 | $1.76M | Sell |
4,497
-838
| -16% | -$328K | 0.05% | 178 |
|
|
2024
Q1 | $2.12M | Buy |
5,335
+829
| +18% | +$330K | 0.06% | 169 |
|
|
2023
Q4 | $1.7M | Buy |
4,506
+386
| +9% | +$145K | 0.06% | 162 |
|
|
2023
Q3 | $1.38M | Sell |
4,120
-301
| -7% | -$101K | 0.05% | 172 |
|
|
2023
Q2 | $1.52M | Buy |
4,421
+60
| +1% | +$20.6K | 0.06% | 161 |
|
|
2023
Q1 | $1.45M | Buy |
4,361
+1
| +0% | +$333 | 0.06% | 161 |
|
|
2022
Q4 | $1.44M | Buy |
4,360
+1
| +0% | +$331 | 0.07% | 146 |
|
|
2022
Q3 | $1.25M | Buy |
4,359
+69
| +2% | +$19.8K | 0.07% | 148 |
|
|
2022
Q2 | $1.32M | Buy |
4,290
+371
| +9% | +$114K | 0.07% | 147 |
|
|
2022
Q1 | $1.36M | Buy |
3,919
+3
| +0.1% | +$1.04K | 0.06% | 146 |
|
|
2021
Q4 | $1.42M | Buy |
3,916
+1,044
| +36% | +$379K | 0.06% | 138 |
|
|
2021
Q3 | $972K | Buy |
2,872
+25
| +0.9% | +$8.46K | 0.05% | 171 |
|
|
2021
Q2 | $982K | Buy |
2,847
+392
| +16% | +$135K | 0.05% | 169 |
|
|
2021
Q1 | $811K | Hold |
2,455
| – | – | 0.05% | 172 |
|
|
2020
Q4 | $751K | Sell |
2,455
-175
| -7% | -$53.5K | 0.05% | 170 |
|
|
2020
Q3 | $730K | Hold |
2,630
| – | – | 0.05% | 158 |
|
|
2020
Q2 | $678K | Hold |
2,630
| – | – | 0.06% | 152 |
|
|
2020
Q1 | $577K | Sell |
2,630
-2,326
| -47% | -$510K | 0.06% | 141 |
|
|
2019
Q4 | $1.41M | Buy |
4,956
+1,721
| +53% | +$491K | 0.14% | 94 |
|
|
2019
Q3 | $871K | Buy |
3,235
+600
| +23% | +$162K | 0.09% | 114 |
|
|
2019
Q2 | $701K | Hold |
2,635
| – | – | 0.08% | 131 |
|
|
2019
Q1 | $683K | Sell |
2,635
-68
| -3% | -$17.6K | 0.08% | 128 |
|
|
2018
Q4 | $630K | Hold |
2,703
| – | – | 0.08% | 118 |
|
|
2018
Q3 | $715K | Hold |
2,703
| – | – | 0.09% | 118 |
|
|
2018
Q2 | $656K | Buy |
2,703
+68
| +3% | +$16.5K | 0.1% | 113 |
|
|
2018
Q1 | $636K | Hold |
2,635
| – | – | 0.1% | 98 |
|
|
2017
Q4 | $652K | Sell |
2,635
-670
| -20% | -$166K | 0.11% | 92 |
|
|
2017
Q3 | $740K | Hold |
3,305
| – | – | 0.14% | 83 |
|
|
2017
Q2 | $705K | Hold |
3,305
| – | – | 0.13% | 82 |
|
|
2017
Q1 | $682K | Hold |
3,305
| – | – | 0.13% | 81 |
|
|
2016
Q4 | $653K | Hold |
3,305
| – | – | 0.13% | 79 |
|
|
2016
Q3 | $604K | Hold |
3,305
| – | – | 0.15% | 78 |
|
|
2016
Q2 | $592K | Hold |
3,305
| – | – | 0.16% | 68 |
|
|
2016
Q1 | $584K | Hold |
3,305
| – | – | 0.16% | 70 |
|
|
2015
Q4 | $575K | Hold |
3,305
| – | – | 0.16% | 65 |
|
|
2015
Q3 | $537K | Hold |
3,305
| – | – | 0.16% | 61 |
|
|
2015
Q2 | $587K | Buy |
+3,305
| New | +$587K | 0.2% | 60 |
|