SteelPeak Wealth’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 | $27.1M | Buy |
61,227
+9,769
| +19% | +$4.32M | 1.05% | 24 |
|
|
2025
Q1 | $21.6M | Buy |
51,458
+3,253
| +7% | +$1.37M | 0.9% | 26 |
|
|
2024
Q4 | $20.6M | Buy |
48,205
+5,046
| +12% | +$2.15M | 0.84% | 23 |
|
|
2024
Q3 | $18.3M | Buy |
43,159
+1,687
| +4% | +$715K | 0.8% | 28 |
|
|
2024
Q2 | $16.3M | Buy |
41,472
+8,997
| +28% | +$3.53M | 0.75% | 30 |
|
|
2024
Q1 | $12.9M | Buy |
32,475
+5,557
| +21% | +$2.22M | 0.65% | 37 |
|
|
2023
Q4 | $10.2M | Buy |
26,918
+14,893
| +124% | +$5.62M | 0.59% | 43 |
|
|
2023
Q3 | $4.04M | Sell |
12,025
-54,782
| -82% | -$18.4M | 0.25% | 81 |
|
|
2023
Q2 | $23M | Buy |
66,807
+38,067
| +132% | +$13.1M | 1.36% | 16 |
|
|
2023
Q1 | $9.58M | Buy |
28,740
+5,173
| +22% | +$1.72M | 0.65% | 48 |
|
|
2022
Q4 | $7.83M | Buy |
23,567
+812
| +4% | +$270K | 0.57% | 50 |
|
|
2022
Q3 | $6.56M | Sell |
22,755
-2,840
| -11% | -$818K | 0.49% | 55 |
|
|
2022
Q2 | $7.9M | Buy |
25,595
+4,803
| +23% | +$1.48M | 0.57% | 50 |
|
|
2022
Q1 | $7.21M | Sell |
20,792
-74,240
| -78% | -$25.7M | 0.41% | 56 |
|
|
2021
Q4 | $34.5M | Buy |
95,032
+82,816
| +678% | +$30.1M | 1.95% | 10 |
|
|
2021
Q3 | $4.13M | Sell |
12,216
-1,413
| -10% | -$478K | 0.27% | 75 |
|
|
2021
Q2 | $4.7M | Sell |
13,629
-19,550
| -59% | -$6.74M | 0.33% | 70 |
|
|
2021
Q1 | $11M | Sell |
33,179
-29,459
| -47% | -$9.73M | 0.86% | 31 |
|
|
2020
Q4 | $19.2M | Buy |
62,638
+38,418
| +159% | +$11.7M | 1.74% | 12 |
|
|
2020
Q3 | $6.72M | Buy |
24,220
+2,948
| +14% | +$818K | 0.72% | 34 |
|
|
2020
Q2 | $5.49M | Buy |
21,272
+9,892
| +87% | +$2.55M | 0.69% | 37 |
|
|
2020
Q1 | $2.5M | Sell |
11,380
-4,742
| -29% | -$1.04M | 0.39% | 65 |
|
|
2019
Q4 | $4.6M | Buy |
+16,122
| New | +$4.6M | 0.63% | 44 |
|