Robertson Stephens Wealth Management’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
Q2 | $2.08M | Sell |
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|
2025
Q1 | $3.34M | Sell |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $10.3M | Sell |
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|
2024
Q1 | $16.2M | Buy |
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|
2023
Q4 | $14.1M | Buy |
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|
2023
Q3 | $11.3M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $610K | Buy |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $492K | Sell |
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|
2022
Q2 | $588K | Hold |
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|
2022
Q1 | $663K | Hold |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $645K | Sell |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $562K | Hold |
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|
2020
Q4 | $520K | Hold |
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|
2020
Q3 | $472K | Buy |
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