Northwest 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 | – | Sell |
-2,473
| Closed | -$1.04M | – | 104 |
|
|
2025
Q1 | $1.04M | Buy |
2,473
+12
| +0.5% | +$5.04K | 0.86% | 30 |
|
|
2024
Q4 | $1.05M | Buy |
2,461
+10
| +0.4% | +$4.25K | 0.86% | 29 |
|
|
2024
Q3 | $1.04M | Sell |
2,451
-17
| -0.7% | -$7.19K | 0.83% | 23 |
|
|
2024
Q2 | $965K | Buy |
2,468
+11
| +0.4% | +$4.3K | 0.98% | 23 |
|
|
2024
Q1 | $977K | Buy |
2,457
+11
| +0.4% | +$4.38K | 1.07% | 21 |
|
|
2023
Q4 | $922K | Buy |
+2,446
| New | +$922K | 0.78% | 22 |
|