Ridgecrest Wealth Partners’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 | $345K | Hold |
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|
2025
Q2 | $328K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $317K | Sell |
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|
2024
Q3 | $440K | Hold |
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|
2024
Q2 | $407K | Hold |
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|
2024
Q1 | $414K | Hold |
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|
2023
Q4 | $392K | Hold |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $358K | Hold |
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|
2023
Q1 | $346K | Hold |
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|
2022
Q4 | $345K | Hold |
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|
2022
Q3 | $299K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $361K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $352K | Hold |
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|
2021
Q2 | $359K | Buy |
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