Total Clarity Wealth Management’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 | $333K | Buy |
756
+29
| +4% | +$12.8K | 0.1% | 210 |
|
|
2025
Q1 | $310K | Hold |
727
| – | – | 0.1% | 189 |
|
|
2024
Q4 | $310K | Buy |
+727
| New | +$310K | 0.1% | 189 |
|
|
2022
Q3 | – | Sell |
-105
| Closed | -$32K | – | 395 |
|
|
2022
Q2 | $32K | Buy |
+105
| New | +$32K | 0.02% | 483 |
|
|
2022
Q1 | – | Sell |
-156
| Closed | -$57K | – | 370 |
|
|
2021
Q4 | $57K | Hold |
156
| – | – | 0.03% | 380 |
|
|
2021
Q3 | $53K | Buy |
+156
| New | +$53K | 0.03% | 391 |
|
|
2021
Q2 | – | Sell |
-156
| Closed | -$52K | – | 315 |
|
|
2021
Q1 | $52K | Buy |
+156
| New | +$52K | 0.03% | 330 |
|
|
2020
Q1 | – | Sell |
-450
| Closed | -$128K | – | 208 |
|
|
2019
Q4 | $128K | Buy |
+450
| New | +$128K | 0.1% | 159 |
|