Prosperity Planning’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$373K Hold
2025
Q2
$354K Hold
2025
Q1
$338K Sell
2024
Q4
$346K Buy
2024
Q3
$343K Buy
2024
Q2
$315K Buy
2024
Q1
$316K Hold
2023
Q4
$300K Hold
2023
Q3
$266K Hold
2023
Q2
$273K Buy
2023
Q1
$260K Buy
2022
Q4
Sell
2022
Q3
$225K Hold
2022
Q2
$241K Hold
2022
Q1
$271K Hold
2021
Q4
$284K Buy
2021
Q3
$260K Hold
2021
Q2
$266K Hold
2021
Q1
$254K Hold
2020
Q4
$235K Buy