Venturi 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
Q1 | – | Sell |
-14
| Closed | -$5.96K | – | 885 |
|
2024
Q4 | $5.96K | Hold |
14
| – | – | ﹤0.01% | 1601 |
|
2024
Q3 | $5.92K | Hold |
14
| – | – | ﹤0.01% | 1344 |
|
2024
Q2 | $5.48K | Hold |
14
| – | – | ﹤0.01% | 1214 |
|
2024
Q1 | $5.57K | Hold |
14
| – | – | ﹤0.01% | 1061 |
|
2023
Q4 | $5.28K | Hold |
14
| – | – | ﹤0.01% | 1020 |
|
2023
Q3 | $4.69K | Buy |
+14
| New | +$4.69K | ﹤0.01% | 997 |
|
2023
Q2 | – | Sell |
-14
| Closed | -$4.66K | – | 1176 |
|
2023
Q1 | $4.66K | Buy |
+14
| New | +$4.66K | ﹤0.01% | 838 |
|