Sax Wealth 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 | $319K | Sell |
723
-854
| -54% | -$376K | 0.02% | 328 |
|
|
2025
Q1 | $662K | Hold |
1,577
| – | – | 0.05% | 185 |
|
|
2024
Q4 | $671K | Sell |
1,577
-210
| -12% | -$89.3K | 0.05% | 163 |
|
|
2024
Q3 | $756K | Sell |
1,787
-8
| -0.4% | -$3.39K | 0.07% | 115 |
|
|
2024
Q2 | $702K | Buy |
1,795
+1
| +0.1% | +$391 | 0.07% | 114 |
|
|
2024
Q1 | $714K | Buy |
1,794
+12
| +0.7% | +$4.77K | 0.08% | 96 |
|
|
2023
Q4 | $671K | Buy |
1,782
+1
| +0.1% | +$377 | 0.11% | 95 |
|
|
2023
Q3 | $596K | Sell |
1,781
-9
| -0.5% | -$3.01K | 0.12% | 98 |
|
|
2023
Q2 | $615K | Buy |
1,790
+1
| +0.1% | +$344 | 0.12% | 94 |
|
|
2023
Q1 | $595K | Sell |
1,789
-280
| -14% | -$93.1K | 0.13% | 95 |
|
|
2022
Q4 | $686K | Buy |
2,069
+485
| +31% | +$161K | 0.16% | 81 |
|
|
2022
Q3 | $455K | Hold |
1,584
| – | – | 0.12% | 105 |
|
|
2022
Q2 | $488K | Hold |
1,584
| – | – | 0.12% | 106 |
|
|
2022
Q1 | $549K | Sell |
1,584
-279
| -15% | -$96.7K | 0.13% | 98 |
|
|
2021
Q4 | $677K | Buy |
1,863
+1
| +0.1% | +$363 | 0.14% | 95 |
|
|
2021
Q3 | $630K | Sell |
1,862
-159
| -8% | -$53.8K | 0.15% | 92 |
|
|
2021
Q2 | $697K | Hold |
2,021
| – | – | 0.24% | 78 |
|
|
2021
Q1 | $667K | Buy |
2,021
+2
| +0.1% | +$660 | 0.24% | 75 |
|
|
2020
Q4 | $617K | Buy |
+2,019
| New | +$617K | 0.28% | 65 |
|