Summit X LLC’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 | $828K | Buy |
1,877
+116
| +7% | +$51.1K | 0.15% | 107 |
|
|
2025
Q1 | $740K | Buy |
1,761
+75
| +4% | +$31.5K | 0.16% | 104 |
|
|
2024
Q4 | $718K | Buy |
1,686
+162
| +11% | +$68.9K | 0.16% | 99 |
|
|
2024
Q3 | $597K | Sell |
1,524
-22
| -1% | -$8.61K | 0.15% | 109 |
|
|
2024
Q2 | $606K | Buy |
1,546
+54
| +4% | +$21.2K | 0.14% | 112 |
|
|
2024
Q1 | $595K | Buy |
1,492
+53
| +4% | +$21.1K | 0.15% | 106 |
|
|
2023
Q4 | $543K | Buy |
1,439
+20
| +1% | +$7.54K | 0.15% | 106 |
|
|
2023
Q3 | $476K | Buy |
+1,419
| New | +$476K | 0.15% | 105 |
|
|
2020
Q4 | – | Sell |
-1,153
| Closed | -$10.5K | – | 292 |
|
|
2020
Q3 | $10.5K | Buy |
1,153
+77
| +7% | +$704 | 0.17% | 77 |
|
|
2020
Q2 | $278K | Sell |
1,076
-209
| -16% | -$54K | 0.1% | 170 |
|
|
2020
Q1 | $276K | Buy |
+1,285
| New | +$276K | 0.13% | 149 |
|