Principle Wealth Partners’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 | $238K | Hold |
540
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $227K | Hold |
540
| – | – | 0.02% | 323 |
|
|
2024
Q4 | $230K | Hold |
540
| – | – | 0.02% | 316 |
|
|
2024
Q3 | $228K | Hold |
540
| – | – | 0.02% | 314 |
|
|
2024
Q2 | $211K | Buy |
540
+35
| +7% | +$13.7K | 0.02% | 317 |
|
|
2024
Q1 | $201K | Buy |
+505
| New | +$201K | 0.02% | 338 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$64K | – | 219 |
|
|
2020
Q2 | $64K | Buy |
+250
| New | +$64K | 0.02% | 253 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$200K | – | 146 |
|
|
2019
Q4 | $200K | Buy |
+700
| New | +$200K | 0.06% | 161 |
|