Sheets Smith Wealth Management’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 | $700K | Hold |
1,588
| – | – | 0.08% | 227 |
|
|
2025
Q1 | $667K | Sell |
1,588
-50
| -3% | -$21K | 0.08% | 209 |
|
|
2024
Q4 | $697K | Hold |
1,638
| – | – | 0.09% | 203 |
|
|
2024
Q3 | $693K | Hold |
1,638
| – | – | 0.08% | 200 |
|
|
2024
Q2 | $641K | Hold |
1,638
| – | – | 0.08% | 206 |
|
|
2024
Q1 | $652K | Hold |
1,638
| – | – | 0.07% | 205 |
|
|
2023
Q4 | $617K | Hold |
1,638
| – | – | 0.09% | 187 |
|
|
2023
Q3 | $549K | Buy |
1,638
+38
| +2% | +$12.7K | 0.08% | 193 |
|
|
2023
Q2 | $550K | Hold |
1,600
| – | – | 0.08% | 197 |
|
|
2023
Q1 | $532K | Hold |
1,600
| – | – | 0.08% | 191 |
|
|
2022
Q4 | $530K | Hold |
1,600
| – | – | 0.08% | 189 |
|
|
2022
Q3 | $460K | Hold |
1,600
| – | – | 0.08% | 190 |
|
|
2022
Q2 | $493K | Hold |
1,600
| – | – | 0.08% | 183 |
|
|
2022
Q1 | $555K | Hold |
1,600
| – | – | 0.08% | 202 |
|
|
2021
Q4 | $581K | Hold |
1,600
| – | – | 0.07% | 213 |
|
|
2021
Q3 | $541K | Hold |
1,600
| – | – | 0.07% | 210 |
|
|
2021
Q2 | $552K | Hold |
1,600
| – | – | 0.07% | 207 |
|
|
2021
Q1 | $528K | Hold |
1,600
| – | – | 0.08% | 201 |
|
|
2020
Q4 | $489K | Hold |
1,600
| – | – | 0.07% | 203 |
|
|
2020
Q3 | $444K | Hold |
1,600
| – | – | 0.08% | 198 |
|
|
2020
Q2 | $413K | Hold |
1,600
| – | – | 0.08% | 174 |
|
|
2020
Q1 | $351K | Hold |
1,600
| – | – | 0.07% | 187 |
|
|
2019
Q4 | $456K | Hold |
1,600
| – | – | 0.09% | 218 |
|
|
2019
Q3 | $431K | Hold |
1,600
| – | – | 0.09% | 210 |
|
|
2019
Q2 | $425K | Hold |
1,600
| – | – | 0.09% | 230 |
|
|
2019
Q1 | $415K | Sell |
1,600
-100
| -6% | -$25.9K | 0.09% | 226 |
|
|
2018
Q4 | $396K | Hold |
1,700
| – | – | 0.11% | 186 |
|
|
2018
Q3 | $449K | Hold |
1,700
| – | – | 0.09% | 234 |
|
|
2018
Q2 | $413K | Hold |
1,700
| – | – | 0.1% | 215 |
|
|
2018
Q1 | $410K | Hold |
1,700
| – | – | 0.1% | 209 |
|
|
2017
Q4 | $421K | Hold |
1,700
| – | – | 0.1% | 210 |
|
|
2017
Q3 | $380K | Hold |
1,700
| – | – | 0.1% | 214 |
|
|
2017
Q2 | $363K | Hold |
1,700
| – | – | 0.1% | 206 |
|
|
2017
Q1 | $351K | Hold |
1,700
| – | – | 0.09% | 216 |
|
|
2016
Q4 | $336K | Hold |
1,700
| – | – | 0.09% | 214 |
|
|
2016
Q3 | $311K | Hold |
1,700
| – | – | 0.09% | 205 |
|
|
2016
Q2 | $304K | Hold |
1,700
| – | – | 0.09% | 198 |
|
|
2016
Q1 | $300K | Hold |
1,700
| – | – | 0.09% | 183 |
|
|
2015
Q4 | $296K | Hold |
1,700
| – | – | 0.09% | 183 |
|
|
2015
Q3 | $276K | Hold |
1,700
| – | – | 0.09% | 168 |
|
|
2015
Q2 | $299K | Hold |
1,700
| – | – | 0.08% | 187 |
|
|
2015
Q1 | $302K | Hold |
1,700
| – | – | 0.08% | 186 |
|
|
2014
Q4 | $302K | Hold |
1,700
| – | – | 0.08% | 196 |
|
|
2014
Q3 | $289K | Hold |
1,700
| – | – | 0.08% | 194 |
|
|
2014
Q2 | $285K | Hold |
1,700
| – | – | 0.08% | 205 |
|
|
2014
Q1 | $279K | Hold |
1,700
| – | – | 0.08% | 202 |
|
|
2013
Q4 | $281K | Hold |
1,700
| – | – | 0.08% | 217 |
|
|
2013
Q3 | $257K | Hold |
1,700
| – | – | 0.08% | 209 |
|
|
2013
Q2 | $253K | Buy |
+1,700
| New | +$253K | 0.09% | 202 |
|