Oxford Financial Group’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
Q2 | – | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $510K | Sell |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $572K | Hold |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $494K | Hold |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $771K | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $596K | Hold |
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|
2020
Q4 | $552K | Hold |
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|
2020
Q3 | $501K | Hold |
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|
2020
Q2 | $465K | Hold |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $524K | Buy |
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|
2019
Q3 | $429K | Hold |
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|
2019
Q2 | $424K | Hold |
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $372K | Hold |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $387K | Hold |
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|
2018
Q1 | $385K | Hold |
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|
2017
Q4 | $394K | Hold |
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|
2017
Q3 | $357K | Hold |
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|
2017
Q2 | $340K | Hold |
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|
2017
Q1 | $329K | Hold |
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|
2016
Q4 | $315K | Buy |
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