ShankerValleau Wealth Advisors’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 | $304K | Hold |
690
| – | – | 0.09% | 30 |
|
|
2025
Q1 | $290K | Hold |
690
| – | – | 0.09% | 30 |
|
|
2024
Q4 | $294K | Hold |
690
| – | – | 0.09% | 29 |
|
|
2024
Q3 | $292K | Hold |
690
| – | – | 0.1% | 22 |
|
|
2024
Q2 | $270K | Hold |
690
| – | – | 0.12% | 21 |
|
|
2024
Q1 | $274K | Hold |
690
| – | – | 0.13% | 21 |
|
|
2023
Q4 | $260K | Hold |
690
| – | – | 0.13% | 20 |
|
|
2023
Q3 | $231K | Hold |
690
| – | – | 0.13% | 20 |
|
|
2023
Q2 | $237K | Buy |
+690
| New | +$237K | 0.13% | 21 |
|