Summit Trail 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 | $261K | Hold |
590
| – | – | ﹤0.01% | 975 |
|
|
2025
Q1 | $248K | Buy |
+590
| New | +$248K | 0.01% | 351 |
|
|
2019
Q1 | – | Sell |
-1,200
| Closed | -$281K | – | 107 |
|
|
2018
Q4 | $281K | Hold |
1,200
| – | – | 0.1% | 82 |
|
|
2018
Q3 | $318K | Hold |
1,200
| – | – | 0.07% | 143 |
|
|
2018
Q2 | $292K | Buy |
+1,200
| New | +$292K | 0.1% | 108 |
|