SWA
SOA Wealth Advisors’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 | $268K | Hold |
608
| – | – | 0.05% | 171 |
|
|
2025
Q1 | $255K | Hold |
608
| – | – | 0.05% | 166 |
|
|
2024
Q4 | $259K | Hold |
608
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $257K | Sell |
608
-11
| -2% | -$4.65K | 0.05% | 159 |
|
|
2024
Q2 | $242K | Hold |
619
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $246K | Buy |
619
+22
| +4% | +$8.75K | 0.05% | 164 |
|
|
2023
Q4 | $225K | Hold |
597
| – | – | 0.05% | 162 |
|
|
2023
Q3 | $200K | Hold |
597
| – | – | 0.05% | 163 |
|
|
2023
Q2 | $205K | Sell |
597
-190
| -24% | -$65.3K | 0.05% | 158 |
|
|
2023
Q1 | $262K | Hold |
787
| – | – | 0.06% | 135 |
|
|
2022
Q4 | $261K | Hold |
787
| – | – | 0.07% | 128 |
|
|
2022
Q3 | $226K | Hold |
787
| – | – | 0.07% | 136 |
|
|
2022
Q2 | $242K | Hold |
787
| – | – | 0.07% | 130 |
|
|
2022
Q1 | $272K | Hold |
787
| – | – | 0.07% | 137 |
|
|
2021
Q4 | $286K | Buy |
787
+565
| +255% | +$205K | 0.07% | 133 |
|
|
2021
Q3 | $75K | Buy |
222
+190
| +594% | +$64.2K | 0.02% | 258 |
|
|
2021
Q2 | $11K | Hold |
32
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $10K | Hold |
32
| – | – | ﹤0.01% | 511 |
|
|
2020
Q4 | $10K | Buy |
+32
| New | +$10K | ﹤0.01% | 513 |
|