Ridgecrest Wealth Partners’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 | $328K | Hold |
744
| – | – | 0.17% | 75 |
|
|
2025
Q1 | $312K | Hold |
744
| – | – | 0.16% | 79 |
|
|
2024
Q4 | $317K | Sell |
744
-296
| -28% | -$126K | 0.17% | 75 |
|
|
2024
Q3 | $440K | Hold |
1,040
| – | – | 0.23% | 69 |
|
|
2024
Q2 | $407K | Hold |
1,040
| – | – | 0.24% | 69 |
|
|
2024
Q1 | $414K | Hold |
1,040
| – | – | 0.25% | 68 |
|
|
2023
Q4 | $392K | Hold |
1,040
| – | – | 0.26% | 64 |
|
|
2023
Q3 | $348K | Hold |
1,040
| – | – | 0.24% | 64 |
|
|
2023
Q2 | $358K | Hold |
1,040
| – | – | 0.24% | 67 |
|
|
2023
Q1 | $346K | Hold |
1,040
| – | – | 0.25% | 66 |
|
|
2022
Q4 | $345K | Hold |
1,040
| – | – | 0.26% | 65 |
|
|
2022
Q3 | $299K | Hold |
1,040
| – | – | 0.24% | 71 |
|
|
2022
Q2 | $320K | Hold |
1,040
| – | – | 0.23% | 77 |
|
|
2022
Q1 | $361K | Hold |
1,040
| – | – | 0.23% | 79 |
|
|
2021
Q4 | $378K | Hold |
1,040
| – | – | 0.18% | 89 |
|
|
2021
Q3 | $352K | Hold |
1,040
| – | – | 0.19% | 83 |
|
|
2021
Q2 | $359K | Buy |
+1,040
| New | +$359K | 0.22% | 79 |
|