Morton Capital 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
Q3 | $1.75M | Sell |
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|
2025
Q2 | $2.07M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.6M | Hold |
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|
2024
Q3 | $1.6M | Hold |
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|
2024
Q2 | $1.48M | Hold |
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|
2024
Q1 | $1.5M | Hold |
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|
2023
Q4 | $1.42M | Hold |
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|
2023
Q3 | $1.26M | Hold |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.12M | Hold |
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|
2022
Q2 | $1.19M | Hold |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.42M | Buy |
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