Modera Wealth Management’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 | $1.69M | Buy |
3,842
+236
| +7% | +$104K | 0.02% | 276 |
|
|
2025
Q1 | $1.51M | Sell |
3,606
-280
| -7% | -$118K | 0.02% | 275 |
|
|
2024
Q4 | $1.65M | Buy |
3,886
+1,263
| +48% | +$537K | 0.02% | 266 |
|
|
2024
Q3 | $1.11M | Sell |
2,623
-266
| -9% | -$113K | 0.01% | 299 |
|
|
2024
Q2 | $1.13M | Sell |
2,889
-150
| -5% | -$58.7K | 0.02% | 279 |
|
|
2024
Q1 | $1.21M | Buy |
3,039
+58
| +2% | +$23.1K | 0.02% | 275 |
|
|
2023
Q4 | $1.12M | Buy |
2,981
+349
| +13% | +$132K | 0.02% | 282 |
|
|
2023
Q3 | $882K | Sell |
2,632
-382
| -13% | -$128K | 0.02% | 295 |
|
|
2023
Q2 | $1.04M | Buy |
3,014
+2,382
| +377% | +$819K | 0.02% | 293 |
|
|
2023
Q1 | $210K | Hold |
632
| – | – | 0.01% | 331 |
|
|
2022
Q4 | $209K | Buy |
+632
| New | +$209K | 0.01% | 327 |
|
|
2022
Q2 | – | Sell |
-1,604
| Closed | -$556K | – | 344 |
|
|
2022
Q1 | $556K | Buy |
1,604
+202
| +14% | +$70K | 0.02% | 194 |
|
|
2021
Q4 | $509K | Buy |
1,402
+770
| +122% | +$280K | 0.02% | 271 |
|
|
2021
Q3 | $214K | Sell |
632
-59
| -9% | -$20K | 0.01% | 252 |
|
|
2021
Q2 | $238K | Buy |
691
+77
| +13% | +$26.5K | 0.01% | 207 |
|
|
2021
Q1 | $203K | Buy |
+614
| New | +$203K | 0.01% | 222 |
|