Root Financial 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 | $460K | Buy |
1,044
+131
| +14% | +$57.7K | 0.04% | 132 |
|
|
2025
Q1 | $383K | Buy |
913
+82
| +10% | +$34.4K | 0.04% | 133 |
|
|
2024
Q4 | $354K | Buy |
831
+47
| +6% | +$20K | 0.04% | 138 |
|
|
2024
Q3 | $332K | Buy |
784
+48
| +7% | +$20.3K | 0.05% | 120 |
|
|
2024
Q2 | $288K | Hold |
736
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $293K | Buy |
+736
| New | +$293K | 0.09% | 82 |
|