Morton Capital 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 | $2.07M | Buy |
4,701
+914
| +24% | +$403K | 0.37% | 24 |
|
|
2025
Q1 | $1.59M | Buy |
3,787
+16
| +0.4% | +$6.72K | 0.31% | 28 |
|
|
2024
Q4 | $1.6M | Hold |
3,771
| – | – | 0.3% | 30 |
|
|
2024
Q3 | $1.6M | Hold |
3,771
| – | – | 0.31% | 29 |
|
|
2024
Q2 | $1.48M | Hold |
3,771
| – | – | 0.35% | 28 |
|
|
2024
Q1 | $1.5M | Hold |
3,771
| – | – | 0.41% | 25 |
|
|
2023
Q4 | $1.42M | Hold |
3,771
| – | – | 0.42% | 24 |
|
|
2023
Q3 | $1.26M | Hold |
3,771
| – | – | 0.45% | 22 |
|
|
2023
Q2 | $1.3M | Sell |
3,771
-100
| -3% | -$34.4K | 0.44% | 20 |
|
|
2023
Q1 | $1.29M | Sell |
3,871
-11
| -0.3% | -$3.66K | 0.46% | 22 |
|
|
2022
Q4 | $1.29M | Hold |
3,882
| – | – | 0.5% | 20 |
|
|
2022
Q3 | $1.12M | Hold |
3,882
| – | – | 0.51% | 19 |
|
|
2022
Q2 | $1.19M | Hold |
3,882
| – | – | 0.52% | 21 |
|
|
2022
Q1 | $1.35M | Sell |
3,882
-14
| -0.4% | -$4.86K | 0.55% | 17 |
|
|
2021
Q4 | $1.42M | Buy |
+3,896
| New | +$1.42M | 0.57% | 16 |
|