Sound View Wealth Advisors Group’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
Q2 | $11.1M | Buy |
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|
2025
Q1 | $10.5M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $8.73M | Buy |
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|
2024
Q1 | $8.67M | Sell |
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|
2023
Q4 | $8.63M | Buy |
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|
2023
Q3 | $7.22M | Buy |
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|
2023
Q2 | $6.66M | Buy |
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|
2023
Q1 | $6.38M | Sell |
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|
2022
Q4 | $8.63M | Buy |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $4.77M | Buy |
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|
2022
Q1 | $5.03M | Buy |
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|
2021
Q4 | $5.22M | Buy |
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|
2021
Q3 | $4.65M | Buy |
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|
2021
Q2 | $4.62M | Buy |
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|
2021
Q1 | $4.01M | Buy |
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|
2020
Q4 | $3.4M | Sell |
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|
2020
Q3 | $3.09M | Sell |
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|
2020
Q2 | $2.97M | Sell |
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|
2020
Q1 | $3.18M | Sell |
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|
2019
Q4 | $4.18M | Buy |
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|
2019
Q3 | $3.86M | Buy |
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|
2019
Q2 | $3.62M | Buy |
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