Strategic Family Wealth Counselors’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
$382K Buy
868
+1
+0.1% +$441 0.11% 107
2025
Q1
$364K Buy
867
+2
+0.2% +$840 0.12% 101
2024
Q4
$368K Buy
865
+1
+0.1% +$426 0.12% 100
2024
Q3
$366K Buy
864
+1
+0.1% +$423 0.13% 92
2024
Q2
$338K Buy
863
+1
+0.1% +$391 0.13% 86
2024
Q1
$343K Buy
862
+1
+0.1% +$398 0.14% 82
2023
Q4
$324K Buy
861
+72
+9% +$27.1K 0.14% 81
2023
Q3
$264K Buy
789
+8
+1% +$2.68K 0.13% 85
2023
Q2
$268K Buy
781
+15
+2% +$5.16K 0.12% 86
2023
Q1
$255K Buy
766
+86
+13% +$28.6K 0.12% 86
2022
Q4
$225K Buy
+680
New +$225K 0.11% 94