Pinnacle Wealth Management Group’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
$470K Buy
1,066
+29
+3% +$12.8K 0.27% 66
2025
Q1
$435K Sell
1,037
-66
-6% -$27.7K 0.3% 61
2024
Q4
$469K Sell
1,103
-8
-0.7% -$3.4K 0.29% 61
2024
Q3
$470K Sell
1,111
-50
-4% -$21.2K 0.3% 65
2024
Q2
$454K Buy
1,161
+37
+3% +$14.5K 0.31% 58
2024
Q1
$447K Buy
+1,124
New +$447K 0.33% 60