O'Rourke & Company’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 | $301K | Sell |
684
-10
| -1% | -$4.41K | 0.14% | 129 |
|
|
2025
Q1 | $291K | Buy |
694
+36
| +5% | +$15.1K | 0.14% | 129 |
|
|
2024
Q4 | $280K | Buy |
658
+1
| +0.2% | +$426 | 0.14% | 132 |
|
|
2024
Q3 | $278K | Hold |
657
| – | – | 0.14% | 124 |
|
|
2024
Q2 | $257K | Buy |
657
+1
| +0.2% | +$391 | 0.14% | 128 |
|
|
2024
Q1 | $261K | Buy |
656
+42
| +7% | +$16.7K | 0.15% | 127 |
|
|
2023
Q4 | $231K | Buy |
+614
| New | +$231K | 0.15% | 128 |
|