PWA
Primoris Wealth Advisors’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 | $220K | Sell |
500
-250
| -33% | -$110K | 0.15% | 87 |
|
|
2025
Q1 | $315K | Sell |
750
-750
| -50% | -$315K | 0.24% | 75 |
|
|
2024
Q4 | $638K | Hold |
1,500
| – | – | 0.49% | 49 |
|
|
2024
Q3 | $635K | Hold |
1,500
| – | – | 0.46% | 58 |
|
|
2024
Q2 | $587K | Buy |
+1,500
| New | +$587K | 0.47% | 57 |
|