Paulson Wealth Management’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
$1.71M Buy
3,875
+1
+0% +$441 0.44% 27
2025
Q1
$1.63M Sell
3,874
-319
-8% -$134K 0.46% 28
2024
Q4
$1.78M Sell
4,193
-1,008
-19% -$429K 0.49% 28
2024
Q3
$2.2M Sell
5,201
-883
-15% -$374K 0.59% 26
2024
Q2
$2.38M Sell
6,084
-825
-12% -$323K 0.69% 24
2024
Q1
$2.75M Sell
6,909
-187
-3% -$74.4K 0.81% 22
2023
Q4
$2.67M Sell
7,096
-392
-5% -$148K 0.86% 21
2023
Q3
$2.51M Sell
7,488
-36
-0.5% -$12.1K 0.88% 21
2023
Q2
$2.59M Buy
7,524
+5,964
+382% +$2.05M 0.88% 21
2023
Q1
$519K Hold
1,560
0.23% 44
2022
Q4
$517K Buy
1,560
+1
+0.1% +$331 0.25% 39
2022
Q3
$448K Hold
1,559
0.24% 37
2022
Q2
$480K Hold
1,559
0.25% 38
2022
Q1
$541K Hold
1,559
0.25% 35
2021
Q4
$566K Hold
1,559
0.25% 38
2021
Q3
$527K Hold
1,559
0.25% 46
2021
Q2
$538K Hold
1,559
0.26% 47
2021
Q1
$531K Sell
1,559
-100
-6% -$34.1K 0.26% 45
2020
Q4
$507K Sell
1,659
-1
-0.1% -$306 0.3% 44
2020
Q3
$461K Hold
1,660
0.3% 47
2020
Q2
$428K Hold
1,660
0.3% 50
2020
Q1
$390K Sell
1,660
-925
-36% -$217K 0.3% 57
2019
Q4
$758K Hold
2,585
0.54% 30
2019
Q3
$696K Hold
2,585
0.52% 34
2019
Q2
$707K Hold
2,585
0.53% 37
2019
Q1
$670K Hold
2,585
0.51% 45
2018
Q4
$631K Hold
2,585
0.52% 48
2018
Q3
$650K Hold
2,585
0.58% 50
2018
Q2
$627K Hold
2,585
0.62% 56
2018
Q1
$624K Sell
2,585
-52
-2% -$12.6K 0.62% 55
2017
Q4
$652K Buy
+2,637
New +$652K 0.57% 50