Powell Investment 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
Q1 | – | Sell |
-600
| Closed | -$256K | – | 150 |
|
|
2024
Q4 | $256K | Hold |
600
| – | – | 0.12% | 108 |
|
|
2024
Q3 | $255K | Hold |
600
| – | – | 0.12% | 101 |
|
|
2024
Q2 | $235K | Hold |
600
| – | – | 0.12% | 102 |
|
|
2024
Q1 | $239K | Hold |
600
| – | – | 0.13% | 98 |
|
|
2023
Q4 | $227K | Sell |
600
-150
| -20% | -$56.7K | 0.13% | 105 |
|
|
2023
Q3 | $252K | Buy |
750
+150
| +25% | +$50.4K | 0.15% | 87 |
|
|
2023
Q2 | $207K | Hold |
600
| – | – | 0.12% | 99 |
|
|
2023
Q1 | $200K | Buy |
+600
| New | +$200K | 0.11% | 100 |
|