Summit Wealth Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.54M | Buy |
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|
2025
Q1 | $4.18M | Buy |
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|
2024
Q4 | $3.82M | Sell |
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|
2024
Q3 | $3.81M | Buy |
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|
2024
Q2 | $3.52M | Sell |
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|
2024
Q1 | $3.59M | Buy |
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|
2023
Q4 | $3.13M | Sell |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $2.87M | Sell |
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|
2023
Q1 | $2.78M | Buy |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $3.03M | Buy |
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|
2021
Q3 | $2.82M | Buy |
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|
2021
Q2 | $2.87M | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $2.56M | Buy |
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|
2020
Q3 | $2.32M | Sell |
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|
2020
Q2 | $2.39M | Sell |
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|
2020
Q1 | $2.28M | Sell |
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|
2019
Q4 | $3.1M | Buy |
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