Octavia Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $243K | Buy |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $335K | Hold |
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|
2024
Q3 | $333K | Sell |
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|
2024
Q2 | $330K | Buy |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $224K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $266K | Buy |
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