Pinnacle Wealth Planning Services’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
Q2 | $996K | Buy |
|
|||||
|
2025
Q1 | $802K | Buy |
|
|||||
|
2024
Q4 | $766K | Buy |
|
|||||
|
2024
Q3 | $224K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $6.33M | Hold |
|
|||||
|
2022
Q3 | $5.49M | Hold |
|
|||||
|
2022
Q2 | $5.88M | Hold |
|
|||||
|
2022
Q1 | $6.62M | Buy |
|
|||||
|
2021
Q4 | $6.93M | Hold |
|
|||||
|
2021
Q3 | $6.45M | Hold |
|
|||||
|
2021
Q2 | $6.58M | Hold |
|
|||||
|
2021
Q1 | $6.29M | Sell |
|
|||||
|
2020
Q4 | $5.84M | Hold |
|
|||||
|
2020
Q3 | $5.3M | Hold |
|
|||||
|
2020
Q2 | $4.93M | Sell |
|
|||||
|
2020
Q1 | $4.26M | Buy |
|