Sequoia Financial 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
Q3 | $1.33M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $911K | Sell |
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|
2023
Q1 | $929K | Buy |
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|
2022
Q4 | $919K | Buy |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $882K | Buy |
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|
2022
Q1 | $990K | Sell |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $894K | Buy |
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|
2021
Q1 | $672K | Hold |
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|
2020
Q4 | $622K | Hold |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $532K | Buy |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $599K | Buy |
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|
2019
Q3 | $296K | Hold |
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|
2019
Q2 | $292K | Hold |
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|
2019
Q1 | $285K | Sell |
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|
2018
Q4 | $862K | Buy |
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|
2018
Q3 | $849K | Buy |
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|
2018
Q2 | $776K | Buy |
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|
2018
Q1 | $769K | Sell |
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|
2017
Q4 | $808K | Buy |
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|
2017
Q3 | $728K | Sell |
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|
2017
Q2 | $787K | Buy |
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|
2017
Q1 | $758K | Sell |
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|
2016
Q4 | $841K | Sell |
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|
2016
Q3 | $974K | Buy |
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|
2016
Q2 | $843K | Buy |
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|
2016
Q1 | $423K | Buy |
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|
2015
Q4 | $414K | Buy |
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|
2015
Q3 | $385K | Buy |
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|
2015
Q2 | $413K | Buy |
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|
2015
Q1 | $357K | Buy |
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|
2014
Q4 | $355K | Sell |
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|
2014
Q3 | $365K | Buy |
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|
2014
Q2 | $327K | Buy |
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|
2014
Q1 | $318K | Buy |
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|
2013
Q4 | $319K | Buy |
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