Sound View Wealth Advisors Group’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 | $11.1M | Buy |
25,232
+188
| +0.8% | +$82.8K | 0.82% | 30 |
|
|
2025
Q1 | $10.5M | Sell |
25,044
-16
| -0.1% | -$6.72K | 0.86% | 29 |
|
|
2024
Q4 | $10.7M | Buy |
25,060
+225
| +0.9% | +$95.7K | 0.86% | 29 |
|
|
2024
Q3 | $10.5M | Buy |
24,835
+2,527
| +11% | +$1.07M | 0.86% | 31 |
|
|
2024
Q2 | $8.73M | Buy |
22,308
+520
| +2% | +$203K | 0.9% | 31 |
|
|
2024
Q1 | $8.67M | Sell |
21,788
-1,098
| -5% | -$437K | 0.92% | 30 |
|
|
2023
Q4 | $8.63M | Buy |
22,886
+1,329
| +6% | +$501K | 0.95% | 26 |
|
|
2023
Q3 | $7.22M | Buy |
21,557
+2,177
| +11% | +$729K | 0.9% | 28 |
|
|
2023
Q2 | $6.66M | Buy |
19,380
+202
| +1% | +$69.5K | 0.87% | 29 |
|
|
2023
Q1 | $6.38M | Sell |
19,178
-3,708
| -16% | -$1.23M | 0.88% | 31 |
|
|
2022
Q4 | $8.63M | Buy |
22,886
+7,792
| +52% | +$2.94M | 0.95% | 26 |
|
|
2022
Q3 | $4.34M | Sell |
15,094
-394
| -3% | -$113K | 0.97% | 31 |
|
|
2022
Q2 | $4.77M | Buy |
15,488
+983
| +7% | +$303K | 1% | 30 |
|
|
2022
Q1 | $5.03M | Buy |
14,505
+143
| +1% | +$49.6K | 0.96% | 29 |
|
|
2021
Q4 | $5.22M | Buy |
14,362
+628
| +5% | +$228K | 0.99% | 29 |
|
|
2021
Q3 | $4.65M | Buy |
13,734
+345
| +3% | +$117K | 0.97% | 29 |
|
|
2021
Q2 | $4.62M | Buy |
13,389
+1,248
| +10% | +$431K | 0.97% | 31 |
|
|
2021
Q1 | $4.01M | Buy |
12,141
+1,017
| +9% | +$336K | 0.93% | 33 |
|
|
2020
Q4 | $3.4M | Sell |
11,124
-3
| -0% | -$917 | 0.83% | 36 |
|
|
2020
Q3 | $3.09M | Sell |
11,127
-386
| -3% | -$107K | 0.81% | 35 |
|
|
2020
Q2 | $2.97M | Sell |
11,513
-2,996
| -21% | -$773K | 0.84% | 37 |
|
|
2020
Q1 | $3.18M | Sell |
14,509
-171
| -1% | -$37.5K | 1.1% | 28 |
|
|
2019
Q4 | $4.19M | Buy |
14,680
+342
| +2% | +$97.5K | 1.18% | 23 |
|
|
2019
Q3 | $3.86M | Buy |
14,338
+729
| +5% | +$196K | 1.15% | 24 |
|
|
2019
Q2 | $3.62M | Buy |
+13,609
| New | +$3.62M | 1.07% | 25 |
|