SWM
Selective Wealth Management’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 | $972K | Buy |
2,188
+1
| +0% | +$444 | 0.36% | 35 |
|
|
2025
Q1 | $879K | Sell |
2,187
-36
| -2% | -$14.5K | 0.38% | 39 |
|
|
2024
Q4 | $945K | Buy |
2,223
+58
| +3% | +$24.7K | 0.38% | 38 |
|
|
2024
Q3 | $911K | Hold |
2,165
| – | – | 0.38% | 38 |
|
|
2024
Q2 | $851K | Buy |
2,165
+1
| +0% | +$393 | 0.37% | 41 |
|
|
2024
Q1 | $832K | Buy |
2,164
+1
| +0% | +$384 | 0.36% | 39 |
|
|
2023
Q4 | $810K | Sell |
2,163
-107
| -5% | -$40.1K | 0.41% | 33 |
|
|
2023
Q3 | $751K | Buy |
2,270
+112
| +5% | +$37.1K | 0.41% | 33 |
|
|
2023
Q2 | $733K | Buy |
+2,158
| New | +$733K | 0.37% | 37 |
|
|
2022
Q4 | $683K | Sell |
2,048
-386
| -16% | -$129K | 0.36% | 42 |
|
|
2022
Q3 | $699K | Sell |
2,434
-105
| -4% | -$30.2K | 0.3% | 49 |
|
|
2022
Q2 | $782K | Buy |
2,539
+905
| +55% | +$279K | 0.28% | 55 |
|
|
2022
Q1 | $567K | Sell |
1,634
-141
| -8% | -$48.9K | 0.21% | 57 |
|
|
2021
Q4 | $645K | Buy |
1,775
+1,675
| +1,675% | +$609K | 0.26% | 50 |
|
|
2021
Q3 | $34K | Buy |
+100
| New | +$34K | 0.02% | 303 |
|