SHFP
Second Half Financial Partners’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 | $2.07M | Sell |
4,702
-43
| -0.9% | -$18.9K | 0.98% | 15 |
|
|
2025
Q1 | $1.99M | Sell |
4,745
-85
| -2% | -$35.7K | 0.99% | 18 |
|
|
2024
Q4 | $2.06M | Sell |
4,830
-45
| -0.9% | -$19.1K | 1% | 23 |
|
|
2024
Q3 | $2.06M | Sell |
4,875
-6
| -0.1% | -$2.54K | 1.09% | 29 |
|
|
2024
Q2 | $1.91M | Sell |
4,881
-105
| -2% | -$41.1K | 1.53% | 18 |
|
|
2024
Q1 | $1.98M | Sell |
4,986
-158
| -3% | -$62.8K | 0.88% | 35 |
|
|
2023
Q4 | $1.94M | Sell |
5,144
-64
| -1% | -$24.1K | 0.96% | 27 |
|
|
2023
Q3 | $1.74M | Sell |
5,208
-20,637
| -80% | -$6.91M | 0.87% | 19 |
|
|
2023
Q2 | $8.89M | Buy |
25,845
+20,395
| +374% | +$7.01M | 2.03% | 9 |
|
|
2023
Q1 | $1.81M | Sell |
5,450
-55
| -1% | -$18.3K | 1.08% | 16 |
|
|
2022
Q4 | $1.88M | Sell |
5,505
-102
| -2% | -$34.8K | 1.22% | 20 |
|
|
2022
Q3 | $1.61M | Sell |
5,607
-628
| -10% | -$180K | 2% | 15 |
|
|
2022
Q2 | $2.06M | Hold |
6,235
| – | – | 1.58% | 30 |
|
|
2022
Q1 | $2.06M | Buy |
+6,235
| New | +$2.06M | 1.58% | 30 |
|