SOA Wealth Advisors’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 | $282K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $259K | Hold |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $200K | Hold |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $262K | Hold |
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|
2022
Q4 | $261K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $286K | Buy |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Buy |
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