OneAscent Financial Services’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 |
-490
| Closed | -$206K | – | 538 |
|
|
2025
Q1 | $206K | Hold |
490
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $209K | Buy |
+490
| New | +$209K | 0.02% | 444 |
|
|
2024
Q3 | – | Sell |
-564
| Closed | -$221K | – | 212 |
|
|
2024
Q2 | $221K | Buy |
564
+1
| +0.2% | +$392 | 0.03% | 224 |
|
|
2024
Q1 | $224K | Buy |
+563
| New | +$224K | 0.02% | 339 |
|