Retirement Planning Company of New England’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 | $403K | Sell |
915
-12
| -1% | -$5.29K | 0.18% | 149 |
|
|
2025
Q1 | $389K | Buy |
927
+21
| +2% | +$8.82K | 0.19% | 143 |
|
|
2024
Q4 | $386K | Buy |
906
+175
| +24% | +$74.5K | 0.19% | 138 |
|
|
2024
Q3 | $309K | Sell |
731
-4
| -0.5% | -$1.69K | 0.15% | 163 |
|
|
2024
Q2 | $287K | Buy |
735
+48
| +7% | +$18.8K | 0.16% | 162 |
|
|
2024
Q1 | $273K | Buy |
687
+100
| +17% | +$39.8K | 0.15% | 177 |
|
|
2023
Q4 | $221K | Buy |
+587
| New | +$221K | 0.1% | 204 |
|
|
2023
Q3 | – | Sell |
-998
| Closed | -$343K | – | 211 |
|
|
2023
Q2 | $343K | Sell |
998
-7
| -0.7% | -$2.41K | 0.2% | 140 |
|
|
2023
Q1 | $334K | Sell |
1,005
-35
| -3% | -$11.6K | 0.2% | 146 |
|
|
2022
Q4 | $345K | Hold |
1,040
| – | – | 0.22% | 130 |
|
|
2022
Q3 | $298K | Buy |
1,040
+139
| +15% | +$39.8K | 0.22% | 146 |
|
|
2022
Q2 | $277K | Buy |
901
+26
| +3% | +$7.99K | 0.19% | 156 |
|
|
2022
Q1 | $303K | Buy |
875
+1
| +0.1% | +$346 | 0.17% | 166 |
|
|
2021
Q4 | $317K | Buy |
+874
| New | +$317K | 0.15% | 153 |
|