Monograph Wealth Advisors’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
Q3 | $2.83M | Buy |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $1.91M | Hold |
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|
2024
Q4 | $1.94M | Hold |
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|
2024
Q3 | $1.93M | Sell |
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|
2024
Q2 | $2.17M | Hold |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.28M | Hold |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $1.56M | Hold |
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|
2023
Q1 | $1.51M | Buy |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $934K | Sell |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.58M | Hold |
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|
2021
Q4 | $1.65M | Buy |
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