RWB
RMR Wealth Builders’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 | $2.13M | Sell |
4,828
-139
| -3% | -$61.3K | 0.19% | 68 |
|
|
2025
Q1 | $2.09M | Sell |
4,967
-220
| -4% | -$92.4K | 0.22% | 61 |
|
|
2024
Q4 | $2.21M | Sell |
5,187
-90
| -2% | -$38.3K | 0.23% | 58 |
|
|
2024
Q3 | $2.23M | Sell |
5,277
-94
| -2% | -$39.8K | 0.24% | 51 |
|
|
2024
Q2 | $2.1M | Sell |
5,371
-131
| -2% | -$51.2K | 0.24% | 51 |
|
|
2024
Q1 | $2.19M | Buy |
5,502
+12
| +0.2% | +$4.77K | 0.26% | 48 |
|
|
2023
Q4 | $2.07M | Sell |
5,490
-2,221
| -29% | -$837K | 0.29% | 43 |
|
|
2023
Q3 | $2.58M | Buy |
7,711
+616
| +9% | +$206K | 0.41% | 35 |
|
|
2023
Q2 | $2.44M | Sell |
7,095
-163
| -2% | -$56.1K | 0.42% | 36 |
|
|
2023
Q1 | $2.41M | Sell |
7,258
-1,514
| -17% | -$504K | 0.46% | 31 |
|
|
2022
Q4 | $2.91M | Buy |
8,772
+80
| +0.9% | +$26.5K | 0.66% | 29 |
|
|
2022
Q3 | $2.5M | Sell |
8,692
-226
| -3% | -$64.9K | 0.61% | 29 |
|
|
2022
Q2 | $2.75M | Sell |
8,918
-89
| -1% | -$27.5K | 0.69% | 26 |
|
|
2022
Q1 | $3.12M | Sell |
9,007
-46
| -0.5% | -$16K | 0.67% | 28 |
|
|
2021
Q4 | $3.29M | Buy |
9,053
+915
| +11% | +$332K | 0.94% | 20 |
|
|
2021
Q3 | $2.76M | Sell |
8,138
-16
| -0.2% | -$5.42K | 0.81% | 17 |
|
|
2021
Q2 | $2.82M | Sell |
8,154
-469
| -5% | -$162K | 0.92% | 16 |
|
|
2021
Q1 | $2.85M | Buy |
8,623
+3,086
| +56% | +$1.02M | 0.74% | 17 |
|
|
2020
Q4 | $1.69M | Sell |
5,537
-2,268
| -29% | -$693K | 0.83% | 22 |
|
|
2020
Q3 | $2.17M | Buy |
7,805
+6,198
| +386% | +$1.72M | 0.56% | 33 |
|
|
2020
Q2 | $415K | Buy |
+1,607
| New | +$415K | 0.37% | 61 |
|
|
2019
Q4 | $53K | Buy |
+185
| New | +$53K | 0.05% | 218 |
|