Strait & Sound Wealth Management’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 | $923K | Sell |
2,095
-529
| -20% | -$233K | 0.39% | 57 |
|
|
2025
Q1 | $1.1M | Buy |
2,624
+1,500
| +133% | +$630K | 0.51% | 43 |
|
|
2024
Q4 | $478K | Sell |
1,124
-185
| -14% | -$78.7K | 0.22% | 83 |
|
|
2024
Q3 | $554K | Sell |
1,309
-1,509
| -54% | -$638K | 0.27% | 66 |
|
|
2024
Q2 | $1.1M | Buy |
2,818
+1,610
| +133% | +$630K | 0.56% | 30 |
|
|
2024
Q1 | $464K | Hold |
1,208
| – | – | 0.26% | 64 |
|
|
2023
Q4 | $450K | Buy |
1,208
+110
| +10% | +$41K | 0.28% | 64 |
|
|
2023
Q3 | $368K | Sell |
1,098
-3
| -0.3% | -$1.01K | 0.32% | 73 |
|
|
2023
Q2 | $379K | Hold |
1,101
| – | – | 0.38% | 60 |
|
|
2023
Q1 | $366K | Buy |
1,101
+74
| +7% | +$24.6K | 0.36% | 67 |
|
|
2022
Q4 | $348K | Buy |
+1,027
| New | +$348K | 0.38% | 68 |
|