Nikulski Financial’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 | $243K | Hold |
552
| – | – | 0.07% | 134 |
|
|
2025
Q1 | $232K | Hold |
552
| – | – | 0.07% | 123 |
|
|
2024
Q4 | $235K | Hold |
552
| – | – | 0.07% | 123 |
|
|
2024
Q3 | $234K | Hold |
552
| – | – | 0.07% | 120 |
|
|
2024
Q2 | $216K | Hold |
552
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $220K | Hold |
552
| – | – | 0.07% | 123 |
|
|
2023
Q4 | $208K | Buy |
+552
| New | +$208K | 0.08% | 130 |
|
|
2021
Q4 | – | Sell |
-645
| Closed | -$218K | – | 126 |
|
|
2021
Q3 | $218K | Hold |
645
| – | – | 0.1% | 111 |
|
|
2021
Q2 | $224K | Hold |
645
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $213K | Buy |
+645
| New | +$213K | 0.11% | 116 |
|
|
2020
Q3 | – | Sell |
-865
| Closed | -$223K | – | 105 |
|
|
2020
Q2 | $223K | Buy |
+865
| New | +$223K | 0.16% | 100 |
|
|
2020
Q1 | – | Sell |
-1,325
| Closed | -$381K | – | 100 |
|
|
2019
Q4 | $381K | Hold |
1,325
| – | – | 0.28% | 61 |
|
|
2019
Q3 | $355K | Hold |
1,325
| – | – | 0.3% | 63 |
|
|
2019
Q2 | $361K | Sell |
1,325
-75
| -5% | -$20.4K | 0.31% | 59 |
|
|
2019
Q1 | $363K | Hold |
1,400
| – | – | 0.35% | 54 |
|
|
2018
Q4 | $326K | Buy |
1,400
+15
| +1% | +$3.49K | 0.34% | 53 |
|
|
2018
Q3 | $348K | Sell |
1,385
-335
| -19% | -$84.2K | 0.32% | 53 |
|
|
2018
Q2 | $417K | Hold |
1,720
| – | – | 0.38% | 50 |
|
|
2018
Q1 | $415K | Buy |
1,720
+300
| +21% | +$72.4K | 0.41% | 49 |
|
|
2017
Q4 | $351K | Buy |
+1,420
| New | +$351K | 0.38% | 54 |
|