RWA 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 | $518K | Buy |
1,175
+571
| +95% | +$252K | 0.01% | 421 |
|
2025
Q1 | $254K | Sell |
604
-1,777
| -75% | -$746K | ﹤0.01% | 502 |
|
2024
Q4 | $1.01M | Sell |
2,381
-565
| -19% | -$240K | 0.01% | 322 |
|
2024
Q3 | $1.25M | Buy |
2,946
+110
| +4% | +$46.5K | 0.02% | 290 |
|
2024
Q2 | $1.11M | Buy |
2,836
+9
| +0.3% | +$3.52K | 0.01% | 288 |
|
2024
Q1 | $1.12M | Hold |
2,827
| – | – | 0.02% | 291 |
|
2023
Q4 | $1.07M | Buy |
2,827
+291
| +11% | +$110K | 0.02% | 284 |
|
2023
Q3 | $849K | Buy |
2,536
+746
| +42% | +$250K | 0.02% | 206 |
|
2023
Q2 | $615K | Buy |
1,790
+1,053
| +143% | +$362K | 0.01% | 209 |
|
2023
Q1 | $245K | Hold |
737
| – | – | 0.01% | 232 |
|
2022
Q4 | $250K | Hold |
737
| – | – | 0.01% | 233 |
|
2022
Q3 | $212K | Hold |
737
| – | – | 0.01% | 226 |
|
2022
Q2 | $227K | Hold |
737
| – | – | 0.02% | 219 |
|
2022
Q1 | $255K | Hold |
737
| – | – | 0.02% | 224 |
|
2021
Q4 | $268K | Buy |
737
+1
| +0.1% | +$364 | 0.02% | 222 |
|
2021
Q3 | $249K | Buy |
736
+1
| +0.1% | +$338 | 0.02% | 223 |
|
2021
Q2 | $254K | Buy |
735
+1
| +0.1% | +$346 | 0.02% | 218 |
|
2021
Q1 | $242K | Buy |
734
+1
| +0.1% | +$330 | 0.02% | 221 |
|
2020
Q4 | $224K | Buy |
733
+1
| +0.1% | +$306 | 0.02% | 220 |
|
2020
Q3 | $203K | Buy |
+732
| New | +$203K | 0.02% | 208 |
|
2020
Q1 | – | Sell |
-729
| Closed | -$208K | – | 210 |
|
2019
Q4 | $208K | Buy |
+729
| New | +$208K | 0.02% | 234 |
|
2018
Q3 | – | Sell |
-872
| Closed | -$212K | – | 352 |
|
2018
Q2 | $212K | Buy |
872
+211
| +32% | +$51.3K | 0.02% | 223 |
|
2018
Q1 | $160K | Buy |
+661
| New | +$160K | 0.02% | 216 |
|