Sax Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Sell |
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|
2025
Q2 | $319K | Sell |
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|
2025
Q1 | $662K | Hold |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $756K | Sell |
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|
2024
Q2 | $702K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $671K | Buy |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $615K | Buy |
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|
2023
Q1 | $595K | Sell |
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|
2022
Q4 | $686K | Buy |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $488K | Hold |
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|
2022
Q1 | $549K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $697K | Hold |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $617K | Buy |
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