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 |
|