Stratos Wealth Advisors’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 | $10.5M | Buy |
23,865
+783
| +3% | +$345K | 0.55% | 40 |
|
|
2025
Q1 | $9.69M | Sell |
23,082
-211
| -0.9% | -$88.6K | 0.53% | 47 |
|
|
2024
Q4 | $9.91M | Sell |
23,293
-444
| -2% | -$189K | 0.47% | 49 |
|
|
2024
Q3 | $10M | Buy |
23,737
+1,525
| +7% | +$645K | 0.46% | 51 |
|
|
2024
Q2 | $8.69M | Buy |
22,212
+1,245
| +6% | +$487K | 0.43% | 57 |
|
|
2024
Q1 | $8.34M | Buy |
20,967
+642
| +3% | +$255K | 0.49% | 46 |
|
|
2023
Q4 | $7.66M | Buy |
20,325
+779
| +4% | +$294K | 0.44% | 47 |
|
|
2023
Q3 | $6.55M | Sell |
19,546
-1,040
| -5% | -$348K | 0.43% | 51 |
|
|
2023
Q2 | $7.08M | Buy |
20,586
+1,649
| +9% | +$567K | 0.5% | 37 |
|
|
2023
Q1 | $6.3M | Buy |
18,937
+100
| +0.5% | +$33.3K | 0.48% | 43 |
|
|
2022
Q4 | $6.24M | Buy |
18,837
+555
| +3% | +$184K | 0.52% | 37 |
|
|
2022
Q3 | $5.25M | Buy |
18,282
+378
| +2% | +$109K | 0.55% | 34 |
|
|
2022
Q2 | $5.51M | Buy |
17,904
+1,408
| +9% | +$433K | 0.5% | 40 |
|
|
2022
Q1 | $5.72M | Buy |
16,496
+2,884
| +21% | +$1M | 0.46% | 48 |
|
|
2021
Q4 | $4.95M | Buy |
13,612
+1,871
| +16% | +$680K | 0.36% | 70 |
|
|
2021
Q3 | $3.97M | Buy |
11,741
+2,471
| +27% | +$836K | 0.34% | 76 |
|
|
2021
Q2 | $3.2M | Buy |
9,270
+4,096
| +79% | +$1.41M | 0.28% | 94 |
|
|
2021
Q1 | $1.71M | Buy |
5,174
+1,206
| +30% | +$398K | 0.18% | 155 |
|
|
2020
Q4 | $1.21M | Buy |
3,968
+843
| +27% | +$258K | 0.17% | 144 |
|
|
2020
Q3 | $867K | Buy |
3,125
+15
| +0.5% | +$4.16K | 0.21% | 121 |
|
|
2020
Q2 | $802K | Buy |
3,110
+59
| +2% | +$15.2K | 0.25% | 102 |
|
|
2020
Q1 | $669K | Sell |
3,051
-517
| -14% | -$113K | 0.47% | 60 |
|
|
2019
Q4 | $1.02M | Buy |
3,568
+464
| +15% | +$132K | 0.58% | 38 |
|
|
2019
Q3 | $836K | Buy |
3,104
+12
| +0.4% | +$3.23K | 0.32% | 82 |
|
|
2019
Q2 | $822K | Sell |
3,092
-14
| -0.5% | -$3.72K | 0.33% | 73 |
|
|
2019
Q1 | $805K | Buy |
3,106
+114
| +4% | +$29.5K | 0.44% | 59 |
|
|
2018
Q4 | $698K | Buy |
+2,992
| New | +$698K | 0.47% | 63 |
|