Stonebrook Private’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
$1.32M Buy
3,004
+1,122
+60% +$494K 0.31% 75
2025
Q1
$790K Sell
1,882
-45
-2% -$18.9K 0.21% 95
2024
Q4
$820K Sell
1,927
-170
-8% -$72.3K 0.21% 87
2024
Q3
$887K Sell
2,097
-6
-0.3% -$2.54K 0.23% 84
2024
Q2
$822K Buy
2,103
+3
+0.1% +$1.17K 0.24% 86
2024
Q1
$835K Buy
2,100
+408
+24% +$162K 0.24% 83
2023
Q4
$638K Buy
+1,692
New +$638K 0.21% 90