Scharf Investments’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 | $483K | Hold |
1,095
| – | – | 0.01% | 53 |
|
2025
Q1 | $460K | Hold |
1,095
| – | – | 0.01% | 53 |
|
2024
Q4 | $466K | Hold |
1,095
| – | – | 0.01% | 55 |
|
2024
Q3 | $463K | Sell |
1,095
-1,095
| -50% | -$463K | 0.01% | 52 |
|
2024
Q2 | $857K | Buy |
2,190
+1,095
| +100% | +$428K | 0.02% | 50 |
|
2024
Q1 | $436K | Buy |
+1,095
| New | +$436K | 0.01% | 50 |
|