Schneider Downs Wealth Management 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
Q2 | $644K | Hold |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $622K | Hold |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $572K | Hold |
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|
2024
Q1 | $582K | Hold |
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|
2023
Q4 | $551K | Hold |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $503K | Hold |
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|
2023
Q1 | $486K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $450K | Buy |
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|
2022
Q1 | $454K | Hold |
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|
2021
Q4 | $476K | Hold |
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|
2021
Q3 | $443K | Hold |
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|
2021
Q2 | $452K | Hold |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $261K | Buy |
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