Octavia Wealth 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 | $210K | Sell |
475
-50
| -10% | -$22.1K | 0.02% | 215 |
|
|
2025
Q1 | $221K | Sell |
525
-260
| -33% | -$109K | 0.03% | 207 |
|
|
2024
Q4 | $335K | Hold |
785
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $333K | Sell |
785
-57
| -7% | -$24.2K | 0.04% | 156 |
|
|
2024
Q2 | $330K | Buy |
842
+117
| +16% | +$45.9K | 0.05% | 158 |
|
|
2024
Q1 | $289K | Sell |
725
-54
| -7% | -$21.5K | 0.04% | 171 |
|
|
2023
Q4 | $294K | Sell |
779
-67
| -8% | -$25.3K | 0.05% | 174 |
|
|
2023
Q3 | $284K | Buy |
846
+68
| +9% | +$22.8K | 0.06% | 154 |
|
|
2023
Q2 | $268K | Sell |
778
-19
| -2% | -$6.55K | 0.05% | 153 |
|
|
2023
Q1 | $266K | Buy |
797
+75
| +10% | +$25K | 0.06% | 147 |
|
|
2022
Q4 | $240K | Sell |
722
-55
| -7% | -$18.3K | 0.06% | 160 |
|
|
2022
Q3 | $224K | Hold |
777
| – | – | 0.06% | 149 |
|
|
2022
Q2 | $239K | Buy |
777
+13
| +2% | +$4K | 0.06% | 144 |
|
|
2022
Q1 | $266K | Buy |
+764
| New | +$266K | 0.06% | 154 |
|