Modera Wealth 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
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $882K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $556K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $214K | Sell |
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|
2021
Q2 | $238K | Buy |
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|
2021
Q1 | $203K | Buy |
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