PWMAG
Pinnacle Wealth Management Advisory Group’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 | $6.3M | Sell |
14,296
-1,001
| -7% | -$441K | 0.52% | 47 |
|
|
2025
Q1 | $6.42M | Buy |
15,297
+19
| +0.1% | +$7.98K | 0.6% | 40 |
|
|
2024
Q4 | $6.5M | Sell |
15,278
-84
| -0.5% | -$35.7K | 0.61% | 38 |
|
|
2024
Q3 | $6.5M | Sell |
15,362
-528
| -3% | -$223K | 0.62% | 36 |
|
|
2024
Q2 | $6.22M | Sell |
15,890
-60
| -0.4% | -$23.5K | 0.64% | 33 |
|
|
2024
Q1 | $6.34M | Sell |
15,950
-552
| -3% | -$220K | 0.68% | 34 |
|
|
2023
Q4 | $6.22M | Sell |
16,502
-865
| -5% | -$326K | 0.73% | 32 |
|
|
2023
Q3 | $5.82M | Sell |
17,367
-253
| -1% | -$84.7K | 0.75% | 31 |
|
|
2023
Q2 | $6.06M | Sell |
17,620
-985
| -5% | -$339K | 0.75% | 32 |
|
|
2023
Q1 | $6.19M | Sell |
18,605
-425
| -2% | -$141K | 0.84% | 28 |
|
|
2022
Q4 | $6.31M | Sell |
19,030
-545
| -3% | -$181K | 0.95% | 25 |
|
|
2022
Q3 | $5.62M | Sell |
19,575
-3,385
| -15% | -$973K | 0.94% | 26 |
|
|
2022
Q2 | $7.07M | Buy |
22,960
+6,140
| +37% | +$1.89M | 1.14% | 21 |
|
|
2022
Q1 | $5.83M | Sell |
16,820
-340
| -2% | -$118K | 0.84% | 25 |
|
|
2021
Q4 | $6.24M | Sell |
17,160
-458
| -3% | -$166K | 1.02% | 23 |
|
|
2021
Q3 | $5.96M | Sell |
17,618
-822
| -4% | -$278K | 1.39% | 18 |
|
|
2021
Q2 | $6.36M | Sell |
18,440
-390
| -2% | -$135K | 1.49% | 17 |
|
|
2021
Q1 | $6.22M | Sell |
18,830
-5,050
| -21% | -$1.67M | 1.75% | 15 |
|
|
2020
Q4 | $7.3M | Sell |
23,880
-1,440
| -6% | -$440K | 2.23% | 9 |
|
|
2020
Q3 | $7.03M | Sell |
25,320
-11,150
| -31% | -$3.09M | 2.44% | 8 |
|
|
2020
Q2 | $9.41M | Sell |
36,470
-2,420
| -6% | -$624K | 3.49% | 3 |
|
|
2020
Q1 | $8.53M | Buy |
38,890
+28,580
| +277% | +$6.27M | 4.14% | 1 |
|
|
2019
Q4 | $2.94M | Sell |
10,310
-35
| -0.3% | -$9.98K | 1.1% | 24 |
|
|
2019
Q3 | $2.79M | Sell |
10,345
-10
| -0.1% | -$2.69K | 1.17% | 23 |
|
|
2019
Q2 | $2.75M | Hold |
10,355
| – | – | 1.17% | 21 |
|
|
2019
Q1 | $2.68M | Sell |
10,355
-125
| -1% | -$32.4K | 1.21% | 19 |
|
|
2018
Q4 | $2.44M | Hold |
10,480
| – | – | 1.32% | 17 |
|
|
2018
Q3 | $2.77M | Sell |
10,480
-625
| -6% | -$165K | 1.37% | 19 |
|
|
2018
Q2 | $2.7M | Sell |
11,105
-7,225
| -39% | -$1.75M | 1.45% | 16 |
|
|
2018
Q1 | $4.43M | Hold |
18,330
| – | – | 2.51% | 8 |
|
|
2017
Q4 | $4.53M | Hold |
18,330
| – | – | 2.51% | 8 |
|
|
2017
Q3 | $4.1M | Hold |
18,330
| – | – | 2.39% | 8 |
|
|
2017
Q2 | $3.91M | Hold |
18,330
| – | – | 2.42% | 7 |
|
|
2017
Q1 | $3.78M | Hold |
18,330
| – | – | 2.61% | 7 |
|
|
2016
Q4 | $3.62M | Hold |
18,330
| – | – | 2.6% | 8 |
|
|
2016
Q3 | $3.35M | Sell |
18,330
-1,000
| -5% | -$183K | 2.54% | 8 |
|
|
2016
Q2 | $3.46M | Hold |
19,330
| – | – | 2.74% | 7 |
|
|
2016
Q1 | $3.41M | Hold |
19,330
| – | – | 3.03% | 6 |
|
|
2015
Q4 | $3.36M | Hold |
19,330
| – | – | 3.07% | 6 |
|
|
2015
Q3 | $3.14M | Buy |
+19,330
| New | +$3.14M | 3.03% | 7 |
|