Signature Estate & Investment 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 | $656K | Hold |
1,489
| – | – | 0.02% | 304 |
|
|
2025
Q1 | $625K | Sell |
1,489
-359
| -19% | -$151K | 0.02% | 295 |
|
|
2024
Q4 | $786K | Buy |
1,848
+381
| +26% | +$162K | 0.02% | 258 |
|
|
2024
Q3 | $621K | Hold |
1,467
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $574K | Buy |
1,467
+665
| +83% | +$260K | 0.01% | 280 |
|
|
2024
Q1 | $319K | Buy |
802
+114
| +17% | +$45.3K | 0.01% | 136 |
|
|
2023
Q4 | $260K | Buy |
688
+82
| +14% | +$31K | 0.01% | 155 |
|
|
2023
Q3 | $203K | Sell |
606
-7
| -1% | -$2.35K | 0.01% | 167 |
|
|
2023
Q2 | $211K | Buy |
613
+7
| +1% | +$2.41K | 0.01% | 167 |
|
|
2023
Q1 | $202K | Sell |
606
-467
| -44% | -$156K | 0.01% | 172 |
|
|
2022
Q4 | $356K | Buy |
+1,073
| New | +$356K | 0.01% | 140 |
|
|
2022
Q2 | – | Sell |
-664
| Closed | -$230K | – | 174 |
|
|
2022
Q1 | $230K | Buy |
664
+51
| +8% | +$17.7K | 0.01% | 153 |
|
|
2021
Q4 | $223K | Sell |
613
-1
| -0.2% | -$364 | 0.01% | 156 |
|
|
2021
Q3 | $208K | Buy |
614
+8
| +1% | +$2.71K | 0.01% | 158 |
|
|
2021
Q2 | $209K | Buy |
+606
| New | +$209K | 0.01% | 157 |
|
|
2016
Q3 | – | Sell |
-590
| Closed | -$106K | – | 162 |
|
|
2016
Q2 | $106K | Buy |
+590
| New | +$106K | 0.02% | 159 |
|