PWPS
Pinnacle Wealth Planning Services’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 | $996K | Buy |
2,260
+350
| +18% | +$154K | 0.13% | 94 |
|
|
2025
Q1 | $802K | Buy |
1,910
+110
| +6% | +$46.2K | 0.12% | 97 |
|
|
2024
Q4 | $766K | Buy |
1,800
+1,270
| +240% | +$540K | 0.12% | 101 |
|
|
2024
Q3 | $224K | Buy |
+530
| New | +$224K | 0.03% | 419 |
|
|
2023
Q1 | – | Sell |
-19,094
| Closed | -$6.33M | – | 478 |
|
|
2022
Q4 | $6.33M | Hold |
19,094
| – | – | 1.12% | 14 |
|
|
2022
Q3 | $5.49M | Hold |
19,094
| – | – | 1.01% | 18 |
|
|
2022
Q2 | $5.88M | Hold |
19,094
| – | – | 1.06% | 17 |
|
|
2022
Q1 | $6.62M | Buy |
19,094
+30
| +0.2% | +$10.4K | 1.21% | 17 |
|
|
2021
Q4 | $6.93M | Hold |
19,064
| – | – | 1.35% | 15 |
|
|
2021
Q3 | $6.45M | Hold |
19,064
| – | – | 1.43% | 16 |
|
|
2021
Q2 | $6.58M | Hold |
19,064
| – | – | 1.53% | 13 |
|
|
2021
Q1 | $6.3M | Sell |
19,064
-40
| -0.2% | -$13.2K | 1.61% | 13 |
|
|
2020
Q4 | $5.84M | Hold |
19,104
| – | – | 1.4% | 11 |
|
|
2020
Q3 | $5.3M | Hold |
19,104
| – | – | 1.75% | 11 |
|
|
2020
Q2 | $4.93M | Sell |
19,104
-353
| -2% | -$91K | 1.6% | 14 |
|
|
2020
Q1 | $4.27M | Buy |
+19,457
| New | +$4.27M | 2.03% | 8 |
|