Steel Grove Capital Advisors’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 | $37.3M | Hold |
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|
2025
Q1 | $35.5M | Hold |
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|
2024
Q4 | $36M | Buy |
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|
2024
Q3 | $35.8M | Hold |
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|
2024
Q2 | $33.1M | Hold |
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|
2024
Q1 | $33.6M | Sell |
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|
2023
Q4 | $40.3M | Hold |
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|
2023
Q3 | $35.8M | Hold |
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|
2023
Q2 | $36.8M | Hold |
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|
2023
Q1 | $35.6M | Sell |
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|
2022
Q4 | $35.5M | Hold |
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|
2022
Q3 | $30.8M | Sell |
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|
2022
Q2 | $33.3M | Sell |
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|
2022
Q1 | $42M | Sell |
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|
2021
Q4 | $44M | Hold |
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|
2021
Q3 | $41M | Buy |
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|
2021
Q2 | $39.8M | Buy |
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|
2021
Q1 | $30M | Sell |
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|
2020
Q4 | $40M | Buy |
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|
2020
Q3 | $28.5M | Sell |
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|
2020
Q2 | $29.3M | Buy |
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|
2020
Q1 | $1M | Buy |
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