Paragon Capital Management (Utah)’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 | $3.43M | Sell |
7,773
-160
| -2% | -$70.5K | 2.61% | 7 |
|
|
2025
Q1 | $3.33M | Buy |
7,933
+1,672
| +27% | +$702K | 2.69% | 7 |
|
|
2024
Q4 | $2.66M | Buy |
+6,261
| New | +$2.66M | 2.08% | 12 |
|
|
2022
Q4 | – | Sell |
-821
| Closed | -$236K | – | 78 |
|
|
2022
Q3 | $236K | Sell |
821
-8
| -1% | -$2.3K | 0.23% | 69 |
|
|
2022
Q2 | $255K | Sell |
829
-25
| -3% | -$7.7K | 0.26% | 68 |
|
|
2022
Q1 | $296K | Sell |
854
-73
| -8% | -$25.3K | 0.27% | 61 |
|
|
2021
Q4 | $337K | Buy |
+927
| New | +$337K | 0.29% | 60 |
|