Sandy Cove Advisors’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 | $490K | Buy |
+1,112
| New | +$490K | 0.18% | 73 |
|
2025
Q1 | – | Sell |
-539
| Closed | -$229K | – | 121 |
|
2024
Q4 | $229K | Buy |
539
+2
| +0.4% | +$850 | 0.09% | 115 |
|
2024
Q3 | $227K | Buy |
537
+1
| +0.2% | +$423 | 0.09% | 111 |
|
2024
Q2 | $210K | Buy |
536
+1
| +0.2% | +$391 | 0.09% | 107 |
|
2024
Q1 | $213K | Buy |
535
+2
| +0.4% | +$795 | 0.1% | 113 |
|
2023
Q4 | $201K | Buy |
+533
| New | +$201K | 0.1% | 117 |
|