Sage Financial Group’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 | $330K | Hold |
750
| – | – | 0.02% | 83 |
|
|
2025
Q1 | $315K | Hold |
750
| – | – | 0.03% | 85 |
|
|
2024
Q4 | $319K | Hold |
750
| – | – | 0.03% | 83 |
|
|
2024
Q3 | $317K | Hold |
750
| – | – | 0.03% | 86 |
|
|
2024
Q2 | $293K | Hold |
750
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $298K | Hold |
750
| – | – | 0.03% | 88 |
|
|
2023
Q4 | $283K | Buy |
750
+40
| +6% | +$15.1K | 0.03% | 90 |
|
|
2023
Q3 | $238K | Hold |
710
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $244K | Hold |
710
| – | – | 0.03% | 92 |
|
|
2023
Q1 | $236K | Hold |
710
| – | – | 0.03% | 92 |
|
|
2022
Q4 | $235K | Hold |
710
| – | – | 0.03% | 89 |
|
|
2022
Q3 | $204K | Hold |
710
| – | – | 0.03% | 88 |
|
|
2022
Q2 | $219K | Buy |
+710
| New | +$219K | 0.03% | 86 |
|