Sharp Financial Services’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 | – | Sell |
-48,678
| Closed | -$20.4M | – | 92 |
|
2025
Q1 | $20.4M | Buy |
48,678
+38,272
| +368% | +$16.1M | 15.65% | 1 |
|
2024
Q4 | $4.43M | Buy |
+10,406
| New | +$4.43M | 3.36% | 11 |
|
2024
Q2 | – | Sell |
-9,234
| Closed | -$3.67M | – | 98 |
|
2024
Q1 | $3.67M | Buy |
9,234
+944
| +11% | +$375K | 3.42% | 13 |
|
2023
Q4 | $3.12M | Buy |
+8,290
| New | +$3.12M | 3.39% | 13 |
|