Prosperity Planning’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 | $354K | Hold |
804
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $338K | Sell |
804
-8
| -1% | -$3.36K | 0.11% | 82 |
|
|
2024
Q4 | $346K | Buy |
812
+2
| +0.2% | +$851 | 0.11% | 81 |
|
|
2024
Q3 | $343K | Buy |
810
+5
| +0.6% | +$2.12K | 0.11% | 84 |
|
|
2024
Q2 | $315K | Buy |
805
+10
| +1% | +$3.91K | 0.11% | 86 |
|
|
2024
Q1 | $316K | Hold |
795
| – | – | 0.11% | 79 |
|
|
2023
Q4 | $300K | Hold |
795
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $266K | Hold |
795
| – | – | 0.11% | 76 |
|
|
2023
Q2 | $273K | Buy |
795
+13
| +2% | +$4.47K | 0.11% | 77 |
|
|
2023
Q1 | $260K | Buy |
+782
| New | +$260K | 0.11% | 76 |
|
|
2022
Q4 | – | Sell |
-782
| Closed | -$225K | – | 78 |
|
|
2022
Q3 | $225K | Hold |
782
| – | – | 0.12% | 77 |
|
|
2022
Q2 | $241K | Hold |
782
| – | – | 0.12% | 67 |
|
|
2022
Q1 | $271K | Hold |
782
| – | – | 0.13% | 65 |
|
|
2021
Q4 | $284K | Buy |
782
+12
| +2% | +$4.36K | 0.14% | 62 |
|
|
2021
Q3 | $260K | Hold |
770
| – | – | 0.14% | 68 |
|
|
2021
Q2 | $266K | Hold |
770
| – | – | 0.17% | 65 |
|
|
2021
Q1 | $254K | Hold |
770
| – | – | 0.18% | 66 |
|
|
2020
Q4 | $235K | Buy |
+770
| New | +$235K | 0.2% | 63 |
|