Moss Adams 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
Q1 | – | Sell |
-766
| Closed | -$327K | – | 221 |
|
|
2024
Q4 | $327K | Hold |
766
| – | – | 0.03% | 141 |
|
|
2024
Q3 | $325K | Hold |
766
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $300K | Sell |
766
-30
| -4% | -$11.8K | 0.04% | 116 |
|
|
2024
Q1 | $317K | Sell |
796
-4
| -0.5% | -$1.6K | 0.05% | 104 |
|
|
2023
Q4 | $304K | Sell |
800
-2,485
| -76% | -$945K | 0.06% | 81 |
|
|
2023
Q3 | $1.1M | Hold |
3,285
| – | – | 0.38% | 24 |
|
|
2023
Q2 | $1.13M | Hold |
3,285
| – | – | 0.37% | 28 |
|
|
2023
Q1 | $1.1M | Hold |
3,285
| – | – | 0.37% | 26 |
|
|
2022
Q4 | $1.09M | Buy |
+3,285
| New | +$1.09M | 0.55% | 32 |
|