SWA
Strategies Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Sell |
1,838
-1
| -0.1% | -$441 | 0.09% | 67 |
|
|
2025
Q1 | $772K | Buy |
1,839
+3
| +0.2% | +$1.26K | 0.09% | 66 |
|
|
2024
Q4 | $816K | Sell |
1,836
-203
| -10% | -$90.3K | 0.1% | 58 |
|
|
2024
Q3 | $863K | Buy |
2,039
+1
| +0% | +$423 | 0.12% | 45 |
|
|
2024
Q2 | $797K | Buy |
2,038
+20
| +1% | +$7.82K | 0.12% | 46 |
|
|
2024
Q1 | $803K | Sell |
2,018
-210
| -9% | -$83.5K | 0.12% | 45 |
|
|
2023
Q4 | $840K | Sell |
2,228
-76
| -3% | -$28.6K | 0.14% | 44 |
|
|
2023
Q3 | $772K | Buy |
2,304
+9
| +0.4% | +$3.01K | 0.15% | 42 |
|
|
2023
Q2 | $789K | Buy |
2,295
+290
| +14% | +$99.7K | 0.16% | 46 |
|
|
2023
Q1 | $667K | Sell |
2,005
-4
| -0.2% | -$1.33K | 0.15% | 47 |
|
|
2022
Q4 | $666K | Buy |
+2,009
| New | +$666K | 0.16% | 45 |
|
|
2022
Q2 | $611K | Buy |
1,984
+12
| +0.6% | +$3.69K | 0.18% | 51 |
|
|
2022
Q1 | $684K | Sell |
1,972
-13
| -0.7% | -$4.51K | 0.18% | 47 |
|
|
2021
Q4 | $721K | Buy |
+1,985
| New | +$721K | 0.2% | 46 |
|