Peak Planning Group’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $655K | Sell |
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|
2025
Q4 | $687K | Sell |
|
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|
2025
Q3 | $665K | Buy |
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|
2024
Q4 | $1M | Buy |
|
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|
2024
Q2 | $1.31M | Sell |
|
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|
2024
Q1 | $1.53M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.74M | Sell |
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|
2023
Q1 | $1.77M | Buy |
|
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $282K | Buy |
|