Sheets Smith Wealth Management’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 | $738K | Buy |
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|
2025
Q2 | $700K | Hold |
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|
2025
Q1 | $667K | Sell |
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|
2024
Q4 | $697K | Hold |
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|
2024
Q3 | $693K | Hold |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $652K | Hold |
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|
2023
Q4 | $617K | Hold |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $550K | Hold |
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|
2023
Q1 | $532K | Hold |
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|
2022
Q4 | $530K | Hold |
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|
2022
Q3 | $460K | Hold |
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|
2022
Q2 | $493K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $581K | Hold |
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|
2021
Q3 | $541K | Hold |
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|
2021
Q2 | $552K | Hold |
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|
2021
Q1 | $528K | Hold |
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|
2020
Q4 | $489K | Hold |
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|
2020
Q3 | $444K | Hold |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $351K | Hold |
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|
2019
Q4 | $456K | Hold |
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|
2019
Q3 | $431K | Hold |
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|
2019
Q2 | $425K | Hold |
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|
2019
Q1 | $415K | Sell |
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|
2018
Q4 | $396K | Hold |
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|
2018
Q3 | $449K | Hold |
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|
2018
Q2 | $413K | Hold |
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|
2018
Q1 | $410K | Hold |
|
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|
2017
Q4 | $421K | Hold |
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|
2017
Q3 | $380K | Hold |
|
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|
2017
Q2 | $363K | Hold |
|
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|
2017
Q1 | $351K | Hold |
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|
2016
Q4 | $336K | Hold |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $304K | Hold |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $296K | Hold |
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|
2015
Q3 | $276K | Hold |
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|
2015
Q2 | $299K | Hold |
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|
2015
Q1 | $302K | Hold |
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|
2014
Q4 | $302K | Hold |
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|
2014
Q3 | $289K | Hold |
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|
2014
Q2 | $285K | Hold |
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|
2014
Q1 | $279K | Hold |
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|
2013
Q4 | $281K | Hold |
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|
2013
Q3 | $257K | Hold |
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|
2013
Q2 | $253K | Buy |
|