TCA
Trifecta Capital Advisors’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 | $181K | Hold |
410
| – | – | 0.03% | 106 |
|
2025
Q1 | $172K | Hold |
410
| – | – | 0.04% | 82 |
|
2024
Q4 | $174K | Sell |
410
-7
| -2% | -$2.98K | 0.03% | 88 |
|
2024
Q3 | $176K | Hold |
417
| – | – | 0.04% | 83 |
|
2024
Q2 | $163K | Hold |
417
| – | – | 0.04% | 84 |
|
2024
Q1 | $166K | Hold |
417
| – | – | 0.04% | 84 |
|
2023
Q4 | $157K | Hold |
417
| – | – | 0.04% | 88 |
|
2023
Q3 | $140K | Hold |
417
| – | – | 0.04% | 91 |
|
2023
Q2 | $143K | Hold |
417
| – | – | 0.05% | 94 |
|
2023
Q1 | $139K | Hold |
417
| – | – | 0.05% | 96 |
|
2022
Q4 | $138K | Buy |
+417
| New | +$138K | 0.06% | 98 |
|