Revisor Wealth Management’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 | $669K | Sell |
1,493
-552
| -27% | -$247K | 0.24% | 89 |
|
|
2025
Q1 | $860K | Buy |
2,045
+904
| +79% | +$380K | 0.38% | 53 |
|
|
2024
Q4 | $489K | Buy |
1,141
+187
| +20% | +$80.1K | 0.45% | 45 |
|
|
2024
Q3 | $403K | Sell |
954
-597
| -38% | -$253K | 0.25% | 94 |
|
|
2024
Q2 | $606K | Sell |
1,551
-436
| -22% | -$170K | 0.42% | 46 |
|
|
2024
Q1 | $771K | Buy |
+1,987
| New | +$771K | 0.35% | 61 |
|
|
2023
Q4 | – | Sell |
-954
| Closed | -$319K | – | 142 |
|
|
2023
Q3 | $319K | Buy |
+954
| New | +$319K | 0.27% | 101 |
|