SW
SkyOak Wealth’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Buy |
1,415
+76
| +6% | +$33.5K | 0.13% | 104 |
|
|
2025
Q1 | $562K | Sell |
1,339
-197
| -13% | -$82.7K | 0.12% | 109 |
|
|
2024
Q4 | $654K | Buy |
1,536
+2
| +0.1% | +$851 | 0.14% | 97 |
|
|
2024
Q3 | $649K | Buy |
1,534
+1
| +0.1% | +$423 | 0.14% | 96 |
|
|
2024
Q2 | $599K | Buy |
1,533
+3
| +0.2% | +$1.17K | 0.14% | 104 |
|
|
2024
Q1 | $609K | Buy |
1,530
+508
| +50% | +$202K | 0.15% | 107 |
|
|
2023
Q4 | $385K | Hold |
1,022
| – | – | 0.1% | 141 |
|
|
2023
Q3 | $342K | Buy |
1,022
+4
| +0.4% | +$1.34K | 0.1% | 143 |
|
|
2023
Q2 | $350K | Hold |
1,018
| – | – | 0.1% | 148 |
|
|
2023
Q1 | $339K | Hold |
1,018
| – | – | 0.1% | 152 |
|
|
2022
Q4 | $337K | Hold |
1,018
| – | – | 0.11% | 149 |
|
|
2022
Q3 | $292K | Hold |
1,018
| – | – | 0.1% | 157 |
|
|
2022
Q2 | $313K | Hold |
1,018
| – | – | 0.11% | 152 |
|
|
2022
Q1 | $353K | Hold |
1,018
| – | – | 0.1% | 157 |
|
|
2021
Q4 | $370K | Sell |
1,018
-100
| -9% | -$36.3K | 0.09% | 156 |
|
|
2021
Q3 | $378K | Hold |
1,118
| – | – | 0.1% | 150 |
|
|
2021
Q2 | $386K | Hold |
1,118
| – | – | 0.1% | 148 |
|
|
2021
Q1 | $378K | Hold |
1,118
| – | – | 0.11% | 146 |
|
|
2020
Q4 | $342K | Hold |
1,118
| – | – | 0.11% | 152 |
|
|
2020
Q3 | $310K | Hold |
1,118
| – | – | 0.11% | 152 |
|
|
2020
Q2 | $288K | Buy |
1,118
+16
| +1% | +$4.12K | 0.11% | 189 |
|
|
2020
Q1 | $242K | Sell |
1,102
-74
| -6% | -$16.3K | 0.12% | 179 |
|
|
2019
Q4 | $335K | Buy |
+1,176
| New | +$335K | 0.1% | 216 |
|