Sound Income Strategies’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 | $712K | Buy |
1,615
+505
| +45% | +$223K | 0.04% | 165 |
|
2025
Q1 | $466K | Buy |
1,110
+178
| +19% | +$74.7K | 0.03% | 189 |
|
2024
Q4 | $397K | Buy |
932
+5
| +0.5% | +$2.13K | 0.02% | 179 |
|
2024
Q3 | $392K | Sell |
927
-5
| -0.5% | -$2.12K | 0.03% | 177 |
|
2024
Q2 | $365K | Buy |
932
+427
| +85% | +$167K | 0.02% | 175 |
|
2024
Q1 | $201K | Buy |
505
+266
| +111% | +$106K | 0.02% | 216 |
|
2023
Q4 | $90.2K | Buy |
239
+202
| +546% | +$76.2K | 0.01% | 304 |
|
2023
Q3 | $12.4K | Sell |
37
-35
| -49% | -$11.7K | ﹤0.01% | 535 |
|
2023
Q2 | $24.8K | Buy |
72
+70
| +3,500% | +$24.1K | ﹤0.01% | 393 |
|
2023
Q1 | $665 | Hold |
2
| – | – | ﹤0.01% | 964 |
|
2022
Q4 | $663 | Sell |
2
-5
| -71% | -$1.66K | ﹤0.01% | 888 |
|
2022
Q3 | $2K | Buy |
7
+5
| +250% | +$1.43K | ﹤0.01% | 691 |
|
2022
Q2 | $1K | Sell |
2
-52
| -96% | -$26K | ﹤0.01% | 792 |
|
2022
Q1 | $19K | Hold |
54
| – | – | ﹤0.01% | 362 |
|
2021
Q4 | $19K | Hold |
54
| – | – | ﹤0.01% | 375 |
|
2021
Q3 | $18K | Hold |
54
| – | – | ﹤0.01% | 359 |
|
2021
Q2 | $18K | Sell |
54
-38
| -41% | -$12.7K | ﹤0.01% | 363 |
|
2021
Q1 | $30.2K | Buy |
92
+40
| +77% | +$13.1K | 0.01% | 296 |
|
2020
Q4 | $16K | Buy |
+52
| New | +$16K | ﹤0.01% | 363 |
|
2018
Q3 | – | Sell |
-21
| Closed | -$5K | – | 723 |
|
2018
Q2 | $5K | Hold |
21
| – | – | ﹤0.01% | 418 |
|
2018
Q1 | $5K | Hold |
21
| – | – | ﹤0.01% | 381 |
|
2017
Q4 | $5K | Buy |
+21
| New | +$5K | ﹤0.01% | 317 |
|