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