TrueWealth Advisors’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 | $3.2M | Buy |
7,267
+197
| +3% | +$86.8K | 0.95% | 21 |
|
|
2025
Q1 | $2.97M | Buy |
7,070
+106
| +2% | +$44.5K | 0.97% | 21 |
|
|
2024
Q4 | $2.96M | Buy |
6,964
+74
| +1% | +$31.5K | 0.99% | 21 |
|
|
2024
Q3 | $2.92M | Buy |
6,890
+144
| +2% | +$60.9K | 0.97% | 22 |
|
|
2024
Q2 | $2.64M | Sell |
6,746
-234
| -3% | -$91.5K | 0.98% | 21 |
|
|
2024
Q1 | $2.78M | Sell |
6,980
-154
| -2% | -$61.3K | 1.07% | 20 |
|
|
2023
Q4 | $2.69M | Sell |
7,134
-1,145
| -14% | -$431K | 1.04% | 18 |
|
|
2023
Q3 | $2.77M | Sell |
8,279
-1,010
| -11% | -$338K | 1.17% | 18 |
|
|
2023
Q2 | $3.19M | Sell |
9,289
-7,991
| -46% | -$2.75M | 1.31% | 19 |
|
|
2023
Q1 | $5.75M | Sell |
17,280
-11,963
| -41% | -$3.98M | 2.41% | 9 |
|
|
2022
Q4 | $9.69M | Buy |
29,243
+678
| +2% | +$225K | 4.24% | 5 |
|
|
2022
Q3 | $8.21M | Sell |
28,565
-1,421
| -5% | -$408K | 3.89% | 6 |
|
|
2022
Q2 | $9.23M | Buy |
29,986
+7,386
| +33% | +$2.27M | 4.29% | 3 |
|
|
2022
Q1 | $8.21M | Hold |
22,600
| – | – | 3.69% | 4 |
|
|
2021
Q4 | $8.21M | Buy |
22,600
+784
| +4% | +$285K | 3.69% | 4 |
|
|
2021
Q3 | $7.38M | Buy |
21,816
+386
| +2% | +$131K | 4.15% | 5 |
|
|
2021
Q2 | $7.39M | Buy |
21,430
+2,947
| +16% | +$1.02M | 4.31% | 6 |
|
|
2021
Q1 | $6.25M | Buy |
+18,483
| New | +$6.25M | 4.06% | 6 |
|