Samalin Investment Counsel’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 | $551K | Sell |
1,249
-405
| -24% | -$179K | 0.21% | 156 |
|
|
2025
Q1 | $695K | Sell |
1,654
-1,056
| -39% | -$444K | 0.28% | 103 |
|
|
2024
Q4 | $1.15M | Buy |
2,710
+1,017
| +60% | +$433K | 0.5% | 49 |
|
|
2024
Q3 | $716K | Sell |
1,693
-454
| -21% | -$192K | 0.31% | 95 |
|
|
2024
Q2 | $840K | Sell |
2,147
-1,249
| -37% | -$489K | 0.39% | 67 |
|
|
2024
Q1 | $1.35M | Buy |
3,396
+600
| +21% | +$239K | 0.64% | 37 |
|
|
2023
Q4 | $1.05M | Buy |
2,796
+2,091
| +297% | +$788K | 0.53% | 43 |
|
|
2023
Q3 | $236K | Sell |
705
-1,948
| -73% | -$652K | 0.14% | 216 |
|
|
2023
Q2 | $912K | Buy |
2,653
+1,786
| +206% | +$614K | 0.49% | 50 |
|
|
2023
Q1 | $288K | Buy |
867
+18
| +2% | +$5.98K | 0.17% | 172 |
|
|
2022
Q4 | $281K | Buy |
849
+2
| +0.2% | +$663 | 0.18% | 166 |
|
|
2022
Q3 | $243K | Sell |
847
-278
| -25% | -$79.8K | 0.18% | 165 |
|
|
2022
Q2 | $346K | Sell |
1,125
-456
| -29% | -$140K | 0.24% | 127 |
|
|
2022
Q1 | $548K | Sell |
1,581
-1,432
| -48% | -$496K | 0.33% | 85 |
|
|
2021
Q4 | $1.1M | Sell |
3,013
-839
| -22% | -$305K | 0.66% | 34 |
|
|
2021
Q3 | $1.3M | Buy |
3,852
+1,895
| +97% | +$641K | 0.85% | 23 |
|
|
2021
Q2 | $675K | Buy |
1,957
+2
| +0.1% | +$690 | 0.44% | 71 |
|
|
2021
Q1 | $645K | Buy |
1,955
+411
| +27% | +$136K | 0.43% | 70 |
|
|
2020
Q4 | $472K | Sell |
1,544
-2,333
| -60% | -$713K | 0.35% | 88 |
|
|
2020
Q3 | $1.08M | Buy |
3,877
+729
| +23% | +$202K | 0.96% | 23 |
|
|
2020
Q2 | $811K | Sell |
3,148
-1,136
| -27% | -$293K | 0.85% | 27 |
|
|
2020
Q1 | $939K | Buy |
4,284
+3,501
| +447% | +$767K | 1.26% | 18 |
|
|
2019
Q4 | $223K | Buy |
+783
| New | +$223K | 0.19% | 139 |
|