Seamount Financial Group’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 | $2.3M | Buy |
5,221
+438
| +9% | +$193K | 1.18% | 27 |
|
|
2025
Q1 | $2.01M | Buy |
4,783
+6
| +0.1% | +$2.52K | 1.37% | 24 |
|
|
2024
Q4 | $2.03M | Buy |
4,777
+29
| +0.6% | +$12.3K | 1.4% | 24 |
|
|
2024
Q3 | $2.01M | Sell |
4,748
-94
| -2% | -$39.8K | 1.51% | 21 |
|
|
2024
Q2 | $1.89M | Sell |
4,842
-359
| -7% | -$140K | 1.55% | 22 |
|
|
2024
Q1 | $2.07M | Sell |
5,201
-53
| -1% | -$21.1K | 1.81% | 20 |
|
|
2023
Q4 | $1.98M | Buy |
+5,254
| New | +$1.98M | 1.9% | 18 |
|