Partners in Financial Planning’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
Q1 | – | Sell |
-485
| Closed | -$207K | – | 103 |
|
|
2024
Q4 | $207K | Sell |
485
-44
| -8% | -$18.7K | 0.04% | 107 |
|
|
2024
Q3 | $224K | Sell |
529
-27
| -5% | -$11.4K | 0.05% | 102 |
|
|
2024
Q2 | $218K | Buy |
556
+2
| +0.4% | +$783 | 0.05% | 100 |
|
|
2024
Q1 | $220K | Buy |
554
+2
| +0.4% | +$795 | 0.05% | 99 |
|
|
2023
Q4 | $208K | Buy |
+552
| New | +$208K | 0.05% | 103 |
|