Narus Financial Partners’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 | $419K | Sell |
950
-50
| -5% | -$22K | 0.13% | 94 |
|
|
2025
Q1 | $420K | Sell |
1,000
-200
| -17% | -$84K | 0.14% | 86 |
|
|
2024
Q4 | $511K | Sell |
1,200
-115
| -9% | -$48.9K | 0.17% | 79 |
|
|
2024
Q3 | $556K | Sell |
1,315
-20
| -1% | -$8.46K | 0.2% | 71 |
|
|
2024
Q2 | $522K | Sell |
1,335
-20
| -1% | -$7.82K | 0.21% | 72 |
|
|
2024
Q1 | $539K | Hold |
1,355
| – | – | 0.23% | 68 |
|
|
2023
Q4 | $511K | Sell |
1,355
-25
| -2% | -$9.42K | 0.25% | 68 |
|
|
2023
Q3 | $462K | Buy |
1,380
+5
| +0.4% | +$1.68K | 0.24% | 66 |
|
|
2023
Q2 | $473K | Sell |
1,375
-10
| -0.7% | -$3.44K | 0.24% | 66 |
|
|
2023
Q1 | $461K | Sell |
1,385
-20
| -1% | -$6.65K | 0.25% | 70 |
|
|
2022
Q4 | $466K | Buy |
1,405
+490
| +54% | +$162K | 0.27% | 67 |
|
|
2022
Q3 | $263K | Sell |
915
-15
| -2% | -$4.31K | 0.17% | 87 |
|
|
2022
Q2 | $286K | Sell |
930
-55
| -6% | -$16.9K | 0.18% | 79 |
|
|
2022
Q1 | $342K | Buy |
+985
| New | +$342K | 0.19% | 73 |
|
|
2021
Q1 | $342K | Buy |
+1,035
| New | +$342K | 0.2% | 60 |
|