PFA
Pinnacle Family Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
2,954
-4,017
| -58% | -$1.76M | 0.63% | 35 |
|
|
2025
Q1 | $2.93M | Buy |
6,971
+3,628
| +109% | +$1.52M | 1.59% | 18 |
|
|
2024
Q4 | $1.42M | Sell |
3,343
-9,144
| -73% | -$3.89M | 0.69% | 36 |
|
|
2024
Q3 | $5.28M | Buy |
12,487
+9,297
| +291% | +$3.93M | 2.74% | 8 |
|
|
2024
Q2 | $1.25M | Sell |
3,190
-487
| -13% | -$190K | 0.69% | 32 |
|
|
2024
Q1 | $1.46M | Sell |
3,677
-9,939
| -73% | -$3.95M | 0.78% | 28 |
|
|
2023
Q4 | $5.13M | Buy |
13,616
+10,452
| +330% | +$3.94M | 3.02% | 9 |
|
|
2023
Q3 | $1.06M | Buy |
3,164
+18
| +0.6% | +$6.03K | 0.61% | 25 |
|
|
2023
Q2 | $1.08M | Sell |
3,146
-163
| -5% | -$56K | 0.58% | 28 |
|
|
2023
Q1 | $1.1M | Sell |
3,309
-26,024
| -89% | -$8.66M | 0.67% | 30 |
|
|
2022
Q4 | $9.72M | Buy |
29,333
+19,124
| +187% | +$6.34M | 6.94% | 3 |
|
|
2022
Q3 | $2.93M | Sell |
10,209
-847
| -8% | -$243K | 2.54% | 11 |
|
|
2022
Q2 | $3.4M | Sell |
11,056
-9,102
| -45% | -$2.8M | 2.78% | 10 |
|
|
2022
Q1 | $6.99M | Sell |
20,158
-11,064
| -35% | -$3.84M | 3.72% | 7 |
|
|
2021
Q4 | $11.3M | Buy |
+31,222
| New | +$11.3M | 5.14% | 8 |
|
|
2020
Q1 | – | Sell |
-17,400
| Closed | -$4.96M | – | 61 |
|
|
2019
Q4 | $4.96M | Sell |
17,400
-6,030
| -26% | -$1.72M | 4.47% | 8 |
|
|
2019
Q3 | $6.31M | Sell |
23,430
-295
| -1% | -$79.4K | 5.57% | 6 |
|
|
2019
Q2 | $6.31M | Buy |
23,725
+11,315
| +91% | +$3.01M | 5.23% | 7 |
|
|
2019
Q1 | $3.22M | Buy |
12,410
+1,915
| +18% | +$496K | 2.86% | 12 |
|
|
2018
Q4 | $2.45M | Buy |
+10,495
| New | +$2.45M | 1.65% | 19 |
|
|
2018
Q3 | – | Sell |
-37,645
| Closed | -$9.14M | – | 64 |
|
|
2018
Q2 | $9.14M | Sell |
37,645
-20,475
| -35% | -$4.97M | 4.86% | 8 |
|
|
2018
Q1 | $14M | Sell |
58,120
-7,585
| -12% | -$1.83M | 8.01% | 2 |
|
|
2017
Q4 | $16.3M | Buy |
65,705
+3,685
| +6% | +$912K | 7.5% | 1 |
|
|
2017
Q3 | $13.9M | Buy |
62,020
+4,095
| +7% | +$917K | 6.53% | 3 |
|
|
2017
Q2 | $12.4M | Buy |
+57,925
| New | +$12.4M | 6.89% | 3 |
|
|
2017
Q1 | – | Sell |
-12,320
| Closed | -$2.43M | – | 60 |
|
|
2016
Q4 | $2.43M | Buy |
+12,320
| New | +$2.43M | 1.49% | 21 |
|