SWP
Summit Wealth Partners’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 | $8.54M | Buy |
19,381
+9,432
| +95% | +$4.16M | 1.63% | 19 |
|
|
2025
Q1 | $4.18M | Buy |
9,949
+967
| +11% | +$406K | 0.85% | 27 |
|
|
2024
Q4 | $3.82M | Sell |
8,982
-30
| -0.3% | -$12.8K | 0.78% | 31 |
|
|
2024
Q3 | $3.81M | Buy |
9,012
+17
| +0.2% | +$7.19K | 0.73% | 33 |
|
|
2024
Q2 | $3.52M | Sell |
8,995
-32
| -0.4% | -$12.5K | 0.73% | 34 |
|
|
2024
Q1 | $3.59M | Buy |
9,027
+711
| +9% | +$283K | 0.77% | 32 |
|
|
2023
Q4 | $3.13M | Sell |
8,316
-11
| -0.1% | -$4.15K | 0.73% | 34 |
|
|
2023
Q3 | $2.79M | Sell |
8,327
-13
| -0.2% | -$4.35K | 0.71% | 33 |
|
|
2023
Q2 | $2.87M | Sell |
8,340
-10
| -0.1% | -$3.44K | 0.72% | 32 |
|
|
2023
Q1 | $2.78M | Buy |
8,350
+1
| +0% | +$333 | 0.71% | 33 |
|
|
2022
Q4 | $2.77M | Sell |
8,349
-41
| -0.5% | -$13.6K | 0.73% | 33 |
|
|
2022
Q3 | $2.41M | Buy |
8,390
+17
| +0.2% | +$4.88K | 0.68% | 37 |
|
|
2022
Q2 | $2.58M | Buy |
8,373
+17
| +0.2% | +$5.23K | 0.69% | 34 |
|
|
2022
Q1 | $2.9M | Buy |
8,356
+15
| +0.2% | +$5.2K | 0.66% | 31 |
|
|
2021
Q4 | $3.03M | Buy |
8,341
+15
| +0.2% | +$5.45K | 0.65% | 31 |
|
|
2021
Q3 | $2.82M | Buy |
8,326
+14
| +0.2% | +$4.74K | 0.67% | 31 |
|
|
2021
Q2 | $2.87M | Sell |
8,312
-55
| -0.7% | -$19K | 0.68% | 31 |
|
|
2021
Q1 | $2.76M | Sell |
8,367
-7
| -0.1% | -$2.31K | 0.71% | 31 |
|
|
2020
Q4 | $2.56M | Buy |
8,374
+17
| +0.2% | +$5.2K | 0.7% | 31 |
|
|
2020
Q3 | $2.32M | Sell |
8,357
-895
| -10% | -$248K | 0.7% | 33 |
|
|
2020
Q2 | $2.39M | Sell |
9,252
-1,156
| -11% | -$298K | 0.77% | 31 |
|
|
2020
Q1 | $2.28M | Sell |
10,408
-468
| -4% | -$103K | 0.93% | 27 |
|
|
2019
Q4 | $3.1M | Buy |
+10,876
| New | +$3.1M | 1.07% | 27 |
|