Monograph Wealth Advisors’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 | $2.69M | Buy |
6,088
+1,547
| +34% | +$684K | 0.33% | 32 |
|
|
2025
Q1 | $1.91M | Hold |
4,541
| – | – | 0.26% | 35 |
|
|
2024
Q4 | $1.94M | Hold |
4,541
| – | – | 0.26% | 36 |
|
|
2024
Q3 | $1.93M | Sell |
4,541
-1,000
| -18% | -$424K | 0.25% | 35 |
|
|
2024
Q2 | $2.17M | Hold |
5,541
| – | – | 0.32% | 32 |
|
|
2024
Q1 | $2.21M | Sell |
5,541
-500
| -8% | -$199K | 0.32% | 34 |
|
|
2023
Q4 | $2.28M | Hold |
6,041
| – | – | 0.41% | 26 |
|
|
2023
Q3 | $2.03M | Buy |
6,041
+1,500
| +33% | +$504K | 0.4% | 28 |
|
|
2023
Q2 | $1.56M | Hold |
4,541
| – | – | 0.34% | 25 |
|
|
2023
Q1 | $1.51M | Buy |
4,541
+1,300
| +40% | +$434K | 0.36% | 23 |
|
|
2022
Q4 | $1.08M | Hold |
3,241
| – | – | 0.28% | 29 |
|
|
2022
Q3 | $934K | Sell |
3,241
-1,300
| -29% | -$375K | 0.31% | 28 |
|
|
2022
Q2 | $1.4M | Hold |
4,541
| – | – | 0.41% | 21 |
|
|
2022
Q1 | $1.58M | Hold |
4,541
| – | – | 0.4% | 23 |
|
|
2021
Q4 | $1.65M | Buy |
+4,541
| New | +$1.65M | 0.42% | 23 |
|