RDWM
Red Door Wealth Management’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 | $462K | Buy |
1,049
+18
| +2% | +$7.93K | 0.06% | 165 |
|
|
2025
Q1 | $433K | Buy |
1,031
+56
| +6% | +$23.5K | 0.06% | 156 |
|
|
2024
Q4 | $415K | Sell |
975
-299
| -23% | -$127K | 0.06% | 155 |
|
|
2024
Q3 | $539K | Buy |
1,274
+300
| +31% | +$127K | 0.09% | 117 |
|
|
2024
Q2 | $381K | Buy |
974
+2
| +0.2% | +$783 | 0.07% | 137 |
|
|
2024
Q1 | $387K | Hold |
972
| – | – | 0.07% | 135 |
|
|
2023
Q4 | $366K | Hold |
972
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $326K | Hold |
972
| – | – | 0.08% | 135 |
|
|
2023
Q2 | $334K | Buy |
972
+93
| +11% | +$32K | 0.07% | 163 |
|
|
2023
Q1 | $292K | Buy |
879
+20
| +2% | +$6.65K | 0.09% | 122 |
|
|
2022
Q4 | $285K | Hold |
859
| – | – | 0.09% | 119 |
|
|
2022
Q3 | $246K | Sell |
859
-135
| -14% | -$38.7K | 0.09% | 117 |
|
|
2022
Q2 | $305K | Sell |
994
-132
| -12% | -$40.5K | 0.11% | 114 |
|
|
2022
Q1 | $390K | Hold |
1,126
| – | – | 0.13% | 101 |
|
|
2021
Q4 | $409K | Buy |
1,126
+124
| +12% | +$45K | 0.13% | 112 |
|
|
2021
Q3 | $339K | Buy |
1,002
+143
| +17% | +$48.4K | 0.13% | 117 |
|
|
2021
Q2 | $296K | Hold |
859
| – | – | 0.12% | 119 |
|
|
2021
Q1 | $283K | Hold |
859
| – | – | 0.14% | 102 |
|
|
2020
Q4 | $263K | Hold |
859
| – | – | 0.16% | 93 |
|
|
2020
Q3 | $239K | Buy |
859
+19
| +2% | +$5.29K | 0.18% | 92 |
|
|
2020
Q2 | $216K | Sell |
840
-30
| -3% | -$7.71K | 0.16% | 93 |
|
|
2020
Q1 | $190K | Buy |
870
+51
| +6% | +$11.1K | 0.18% | 82 |
|
|
2019
Q4 | $237K | Buy |
+819
| New | +$237K | 0.21% | 92 |
|