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TCFG Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

TCFG Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Buy
689
+1
+0.1% +$441 0.14% 193
2025
Q1 		$289K Sell
688
-307
-31% -$129K 0.15% 174
2024
Q4 		$423K Buy
995
+3
+0.3% +$1.28K 0.21% 118
2024
Q3 		$420K Buy
+992
New +$420K 0.21% 115