Southland Equity Partners’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
Q1 | – | Sell |
-3,733
| Closed | -$1.59M | – | 231 |
|
|
2024
Q4 | $1.59M | Buy |
+3,733
| New | +$1.59M | 0.37% | 51 |
|
|
2024
Q3 | – | Sell |
-1,252
| Closed | -$490K | – | 226 |
|
|
2024
Q2 | $490K | Sell |
1,252
-1
| -0.1% | -$391 | 0.14% | 99 |
|
|
2024
Q1 | $498K | Buy |
1,253
+132
| +12% | +$52.5K | 0.14% | 102 |
|
|
2023
Q4 | $422K | Buy |
1,121
+426
| +61% | +$161K | 0.13% | 110 |
|
|
2023
Q3 | $233K | Hold |
695
| – | – | 0.08% | 169 |
|
|
2023
Q2 | $239K | Hold |
695
| – | – | 0.08% | 165 |
|
|
2023
Q1 | $231K | Sell |
695
-59
| -8% | -$19.6K | 0.09% | 166 |
|
|
2022
Q4 | $250K | Buy |
+754
| New | +$250K | 0.1% | 148 |
|
|
2022
Q3 | – | Sell |
-697
| Closed | -$215K | – | 163 |
|
|
2022
Q2 | $215K | Hold |
697
| – | – | 0.1% | 153 |
|
|
2022
Q1 | $242K | Hold |
697
| – | – | 0.1% | 152 |
|
|
2021
Q4 | $253K | Buy |
+697
| New | +$253K | 0.1% | 149 |
|