Morton Brown Family Wealth’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 | $66.1K | Hold |
150
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $63K | Hold |
150
| – | – | 0.02% | 92 |
|
|
2024
Q4 | $63.8K | Hold |
150
| – | – | 0.02% | 98 |
|
|
2024
Q3 | $63.5K | Hold |
150
| – | – | 0.02% | 89 |
|
|
2024
Q2 | $61K | Hold |
150
| – | – | 0.02% | 87 |
|
|
2024
Q1 | $59.7K | Hold |
150
| – | – | 0.02% | 83 |
|
|
2023
Q4 | $56.5K | Hold |
150
| – | – | 0.02% | 94 |
|
|
2023
Q3 | $50.2K | Hold |
150
| – | – | 0.03% | 80 |
|
|
2023
Q2 | $51.6K | Hold |
150
| – | – | 0.03% | 76 |
|
|
2023
Q1 | $49.9K | Buy |
+150
| New | +$49.9K | 0.03% | 75 |
|