Plante Moran Financial Advisors’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 | $251K | Hold |
569
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $239K | Hold |
569
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $242K | Buy |
569
+247
| +77% | +$105K | 0.02% | 153 |
|
|
2024
Q3 | $136K | Hold |
322
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $126K | Hold |
322
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $128K | Hold |
322
| – | – | 0.01% | 217 |
|
|
2023
Q4 | $121K | Hold |
322
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $108K | Hold |
322
| – | – | 0.01% | 220 |
|
|
2023
Q2 | $111K | Hold |
322
| – | – | 0.01% | 223 |
|
|
2023
Q1 | $107K | Buy |
322
+100
| +45% | +$33.3K | 0.01% | 222 |
|
|
2022
Q4 | $73.6K | Hold |
222
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $64K | Hold |
222
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $68K | Hold |
222
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $77K | Sell |
222
-42
| -16% | -$14.6K | 0.01% | 265 |
|
|
2021
Q4 | $96K | Sell |
264
-110
| -29% | -$40K | 0.02% | 259 |
|
|
2021
Q3 | $127K | Buy |
374
+272
| +267% | +$92.4K | 0.03% | 231 |
|
|
2021
Q2 | $35K | Sell |
102
-45
| -31% | -$15.4K | 0.01% | 436 |
|
|
2021
Q1 | $49K | Buy |
+147
| New | +$49K | 0.01% | 372 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$22K | – | 776 |
|
|
2020
Q1 | $22K | Buy |
+100
| New | +$22K | 0.01% | 366 |
|
|
2019
Q4 | – | Sell |
-4,743
| Closed | -$1.28M | – | 784 |
|
|
2019
Q3 | $1.28M | Sell |
4,743
-300
| -6% | -$80.8K | 0.37% | 42 |
|
|
2019
Q2 | $1.34M | Hold |
5,043
| – | – | 0.41% | 35 |
|
|
2019
Q1 | $1.31M | Sell |
5,043
-45
| -0.9% | -$11.7K | 0.4% | 36 |
|
|
2018
Q4 | $1.19M | Sell |
5,088
-895
| -15% | -$209K | 0.41% | 38 |
|
|
2018
Q3 | $1.58M | Hold |
5,983
| – | – | 0.51% | 25 |
|
|
2018
Q2 | $1.45M | Sell |
5,983
-300
| -5% | -$72.8K | 0.74% | 24 |
|
|
2018
Q1 | $1.52M | Sell |
6,283
-360
| -5% | -$86.9K | 0.82% | 21 |
|
|
2017
Q4 | $1.64M | Sell |
6,643
-300
| -4% | -$74.2K | 0.91% | 17 |
|
|
2017
Q3 | $1.55M | Hold |
6,943
| – | – | 0.92% | 19 |
|
|
2017
Q2 | $1.48M | Hold |
6,943
| – | – | 0.93% | 20 |
|
|
2017
Q1 | $1.43M | Hold |
6,943
| – | – | 0.86% | 22 |
|
|
2016
Q4 | $1.37M | Hold |
6,943
| – | – | 0.86% | 21 |
|
|
2016
Q3 | $1.27M | Hold |
6,943
| – | – | 0.86% | 23 |
|
|
2016
Q2 | $1.24M | Hold |
6,943
| – | – | 0.9% | 25 |
|
|
2016
Q1 | $1.23M | Hold |
6,943
| – | – | 0.94% | 21 |
|
|
2015
Q4 | $1.21M | Hold |
6,943
| – | – | 0.91% | 21 |
|
|
2015
Q3 | $1.13M | Hold |
6,943
| – | – | 0.89% | 25 |
|
|
2015
Q2 | $1.22M | Sell |
6,943
-500
| -7% | -$87.9K | 0.87% | 23 |
|
|
2015
Q1 | $1.32M | Buy |
7,443
+6,943
| +1,389% | +$1.23M | 0.92% | 22 |
|
|
2014
Q4 | $89K | Hold |
500
| – | – | 0.07% | 196 |
|
|
2014
Q3 | $85K | Buy |
+500
| New | +$85K | 0.07% | 185 |
|