SDWMA
Schneider Downs Wealth Management Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Hold |
1,462
| – | – | 0.1% | 83 |
|
|
2025
Q1 | $614K | Hold |
1,462
| – | – | 0.11% | 74 |
|
|
2024
Q4 | $622K | Hold |
1,462
| – | – | 0.12% | 73 |
|
|
2024
Q3 | $619K | Hold |
1,462
| – | – | 0.13% | 71 |
|
|
2024
Q2 | $572K | Hold |
1,462
| – | – | 0.13% | 66 |
|
|
2024
Q1 | $582K | Hold |
1,462
| – | – | 0.13% | 68 |
|
|
2023
Q4 | $551K | Hold |
1,462
| – | – | 0.14% | 62 |
|
|
2023
Q3 | $490K | Hold |
1,462
| – | – | 0.11% | 59 |
|
|
2023
Q2 | $503K | Hold |
1,462
| – | – | 0.11% | 63 |
|
|
2023
Q1 | $486K | Hold |
1,462
| – | – | 0.1% | 67 |
|
|
2022
Q4 | $484K | Hold |
1,462
| – | – | 0.11% | 68 |
|
|
2022
Q3 | $420K | Hold |
1,462
| – | – | 0.12% | 73 |
|
|
2022
Q2 | $450K | Buy |
1,462
+152
| +12% | +$46.8K | 0.13% | 77 |
|
|
2022
Q1 | $454K | Hold |
1,310
| – | – | 0.12% | 81 |
|
|
2021
Q4 | $476K | Hold |
1,310
| – | – | 0.11% | 81 |
|
|
2021
Q3 | $443K | Hold |
1,310
| – | – | 0.11% | 83 |
|
|
2021
Q2 | $452K | Hold |
1,310
| – | – | 0.12% | 76 |
|
|
2021
Q1 | $433K | Buy |
1,310
+393
| +43% | +$130K | 0.11% | 75 |
|
|
2020
Q4 | $280K | Hold |
917
| – | – | 0.08% | 67 |
|
|
2020
Q3 | $254K | Hold |
917
| – | – | 0.09% | 83 |
|
|
2020
Q2 | $236K | Hold |
917
| – | – | 0.08% | 78 |
|
|
2020
Q1 | $201K | Hold |
917
| – | – | 0.07% | 88 |
|
|
2019
Q4 | $261K | Buy |
+917
| New | +$261K | 0.08% | 56 |
|