Perennial Investment Advisors’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 | $637K | Sell |
1,445
-240
| -14% | -$106K | 0.06% | 232 |
|
|
2025
Q1 | $708K | Buy |
1,685
+436
| +35% | +$183K | 0.08% | 195 |
|
|
2024
Q4 | $531K | Buy |
1,249
+277
| +28% | +$118K | 0.06% | 221 |
|
|
2024
Q3 | $411K | Buy |
+972
| New | +$411K | 0.05% | 239 |
|
|
2023
Q1 | – | Sell |
-815
| Closed | -$270K | – | 336 |
|
|
2022
Q4 | $270K | Sell |
815
-3,349
| -80% | -$1.11M | 0.11% | 159 |
|
|
2022
Q3 | $1.2M | Sell |
4,164
-149
| -3% | -$42.8K | 0.54% | 41 |
|
|
2022
Q2 | $1.33M | Buy |
4,313
+10
| +0.2% | +$3.08K | 0.52% | 42 |
|
|
2022
Q1 | $1.49M | Buy |
4,303
+122
| +3% | +$42.3K | 0.47% | 39 |
|
|
2021
Q4 | $1.52M | Buy |
4,181
+8
| +0.2% | +$2.91K | 0.47% | 41 |
|
|
2021
Q3 | $1.41M | Buy |
+4,173
| New | +$1.41M | 0.5% | 39 |
|