SWA
DIA icon

Serenus Wealth 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
$3.93M Sell
8,927
-11
-0.1% -$4.85K 0.67% 13
2025
Q1
$3.75M Buy
8,938
+287
+3% +$120K 0.62% 14
2024
Q4
$3.68M Buy
+8,651
New +$3.68M 0.64% 14