Modern 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 | $2.25M | Sell |
5,116
-202,612
| -98% | -$89.3M | 0.06% | 255 |
|
|
2025
Q1 | $87.2M | Buy |
207,728
+47,490
| +30% | +$19.9M | 2.79% | 5 |
|
|
2024
Q4 | $68.2M | Buy |
160,238
+159,318
| +17,317% | +$67.8M | 2.55% | 6 |
|
|
2024
Q3 | $389K | Sell |
920
-247
| -21% | -$104K | 0.02% | 294 |
|
|
2024
Q2 | $456K | Sell |
1,167
-154,593
| -99% | -$60.4M | 0.03% | 236 |
|
|
2024
Q1 | $62M | Buy |
155,760
+104,330
| +203% | +$41.5M | 5.75% | 6 |
|
|
2023
Q4 | $19.4M | Buy |
+51,430
| New | +$19.4M | 2.45% | 11 |
|