Strategic Wealth Partners’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
Q3 | $309K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $396K | Hold |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $340K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Hold |
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|
2021
Q4 | $211K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.75K | Sell |
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|
2019
Q2 | $206K | Sell |
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|
2019
Q1 | $1.28M | Sell |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $152K | Sell |
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|
2018
Q2 | $885K | Sell |
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|
2018
Q1 | $2.53M | Buy |
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|
2017
Q4 | $2.34M | Buy |
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