United Capital Financial Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $662K | Sell |
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|
2024
Q3 | $876K | Buy |
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|
2024
Q2 | $809K | Sell |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $938K | Sell |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.34M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $2.98M | Sell |
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|
2021
Q3 | $2.82M | Sell |
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|
2021
Q2 | $2.95M | Sell |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.12M | Sell |
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|
2020
Q3 | $3.75M | Sell |
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|
2020
Q2 | $3.51M | Sell |
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|
2020
Q1 | $3.05M | Sell |
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|
2019
Q4 | $4.21M | Sell |
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|
2019
Q3 | $4.35M | Sell |
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|
2019
Q2 | $4.68M | Buy |
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|
2019
Q1 | $3.6M | Sell |
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|
2018
Q4 | $3.78M | Sell |
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|
2018
Q3 | $6.44M | Sell |
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|
2018
Q2 | $48.2M | Sell |
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|
2018
Q1 | $52.6M | Sell |
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|
2017
Q4 | $59.5M | Sell |
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|
2017
Q3 | $57.5M | Sell |
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|
2017
Q2 | $58.3M | Sell |
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|
2017
Q1 | $57.5M | Sell |
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|
2016
Q4 | $56M | Buy |
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|
2016
Q3 | $11.4M | Sell |
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|
2016
Q2 | $11.2M | Buy |
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|
2016
Q1 | $737K | Sell |
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|
2015
Q4 | $7.85M | Sell |
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|
2015
Q3 | $9.23M | Buy |
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|
2015
Q2 | $6.8M | Sell |
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|
2015
Q1 | $13.1M | Sell |
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|
2014
Q4 | $17.8M | Buy |
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|
2014
Q3 | $16.9M | Buy |
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|
2014
Q2 | $14.8M | Buy |
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|
2014
Q1 | $5.13M | Buy |
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|
2013
Q4 | $715K | Sell |
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|
2013
Q3 | $792K | Buy |
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|
2013
Q2 | $653K | Buy |
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