NewEdge 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 | $4.45M | Buy |
10,117
+1,085
| +12% | +$477K | 0.07% | 228 |
|
2025
Q1 | $3.79M | Sell |
9,032
-2,998
| -25% | -$1.26M | 0.07% | 229 |
|
2024
Q4 | $5.12M | Buy |
12,030
+8,035
| +201% | +$3.42M | 0.09% | 184 |
|
2024
Q3 | $1.69M | Buy |
3,995
+1,004
| +34% | +$425K | 0.03% | 377 |
|
2024
Q2 | $1.17M | Buy |
2,991
+26
| +0.9% | +$10.2K | 0.03% | 395 |
|
2024
Q1 | $1.13M | Sell |
2,965
-223
| -7% | -$85.2K | 0.03% | 406 |
|
2023
Q4 | $1.2M | Buy |
+3,188
| New | +$1.2M | 0.03% | 372 |
|