Rockbridge Investment 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 | $309K | Buy |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $296K | Hold |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $214K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $210K | Hold |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $205K | Buy |
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