Strategic Wealth Partners’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 | $304K | Buy |
+690
| New | +$304K | 0.02% | 270 |
|
|
2024
Q4 | $375K | Sell |
838
-99
| -11% | -$44.3K | 0.03% | 237 |
|
|
2024
Q3 | $396K | Hold |
937
| – | – | 0.04% | 222 |
|
|
2024
Q2 | $366K | Buy |
937
+83
| +10% | +$32.5K | 0.04% | 221 |
|
|
2024
Q1 | $340K | Buy |
+854
| New | +$340K | 0.04% | 220 |
|
|
2023
Q1 | – | Sell |
-652
| Closed | -$216K | – | 263 |
|
|
2022
Q4 | $216K | Sell |
652
-581
| -47% | -$193K | 0.04% | 243 |
|
|
2022
Q3 | $354K | Buy |
+1,233
| New | +$354K | 0.08% | 203 |
|
|
2022
Q2 | – | Sell |
-582
| Closed | -$202K | – | 254 |
|
|
2022
Q1 | $202K | Hold |
582
| – | – | 0.04% | 243 |
|
|
2021
Q4 | $211K | Buy |
+582
| New | +$211K | 0.04% | 266 |
|
|
2019
Q4 | – | Sell |
-688
| Closed | -$4.75K | – | 218 |
|
|
2019
Q3 | $4.75K | Sell |
688
-88
| -11% | -$608 | 0.02% | 181 |
|
|
2019
Q2 | $206K | Sell |
776
-4,105
| -84% | -$1.09M | 0.1% | 131 |
|
|
2019
Q1 | $1.28M | Sell |
4,881
-407
| -8% | -$107K | 0.59% | 49 |
|
|
2018
Q4 | $1.29M | Buy |
5,288
+4,712
| +818% | +$1.15M | 0.65% | 36 |
|
|
2018
Q3 | $152K | Sell |
576
-3,071
| -84% | -$810K | 0.08% | 145 |
|
|
2018
Q2 | $885K | Sell |
3,647
-6,838
| -65% | -$1.66M | 0.51% | 65 |
|
|
2018
Q1 | $2.53M | Buy |
10,485
+502
| +5% | +$121K | 1.31% | 14 |
|
|
2017
Q4 | $2.34M | Buy |
+9,983
| New | +$2.34M | 1.3% | 15 |
|