Northern Financial 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
Q2 | $4.77M | Sell |
10,833
-29
| -0.3% | -$12.8K | 3.58% | 3 |
|
|
2025
Q1 | $4.56M | Buy |
10,862
+11
| +0.1% | +$4.62K | 3.77% | 2 |
|
|
2024
Q4 | $4.62M | Sell |
10,851
-1,340
| -11% | -$570K | 3.69% | 3 |
|
|
2024
Q3 | $5.16M | Sell |
12,191
-94
| -0.8% | -$39.8K | 3.91% | 2 |
|
|
2024
Q2 | $4.81M | Sell |
12,285
-2,295
| -16% | -$898K | 3.85% | 2 |
|
|
2024
Q1 | $5.8M | Sell |
14,580
-949
| -6% | -$377K | 4.53% | 2 |
|
|
2023
Q4 | $5.85M | Sell |
15,529
-1,977
| -11% | -$745K | 4.93% | 2 |
|
|
2023
Q3 | $5.86M | Sell |
17,506
-332
| -2% | -$111K | 5.37% | 3 |
|
|
2023
Q2 | $6.13M | Sell |
17,838
-548
| -3% | -$188K | 5.4% | 3 |
|
|
2023
Q1 | $6.12M | Buy |
18,386
+789
| +4% | +$262K | 5.76% | 2 |
|
|
2022
Q4 | $5.79M | Buy |
+17,597
| New | +$5.79M | 6.55% | 2 |
|