NFP Retirement Inc’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 | $611K | Hold |
1,387
| – | – | 0.04% | 175 |
|
|
2025
Q1 | $582K | Hold |
1,387
| – | – | 0.05% | 167 |
|
|
2024
Q4 | $590K | Buy |
1,387
+93
| +7% | +$39.6K | 0.05% | 169 |
|
|
2024
Q3 | $548K | Hold |
1,294
| – | – | 0.04% | 179 |
|
|
2024
Q2 | $506K | Hold |
1,294
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $515K | Buy |
+1,294
| New | +$515K | 0.04% | 177 |
|
|
2022
Q3 | – | Sell |
-1,470
| Closed | -$453K | – | 222 |
|
|
2022
Q2 | $453K | Sell |
1,470
-292
| -17% | -$89.9K | 0.11% | 144 |
|
|
2022
Q1 | $612K | Buy |
1,762
+254
| +17% | +$88.2K | 0.14% | 118 |
|
|
2021
Q4 | $548K | Buy |
1,508
+296
| +24% | +$108K | 0.2% | 81 |
|
|
2021
Q3 | $410K | Sell |
1,212
-30
| -2% | -$10.2K | 0.17% | 91 |
|
|
2021
Q2 | $428K | Buy |
+1,242
| New | +$428K | 0.17% | 89 |
|