Perigon Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.26M | Hold |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.19M | Hold |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $652K | Sell |
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|
2022
Q3 | $758K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $455K | Hold |
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|
2021
Q2 | $464K | Hold |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $420K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $859K | Sell |
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|
2020
Q1 | $825K | Buy |
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