Vishria Bird Financial Group’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 | $485K | Hold |
|
|||||
|
2025
Q1 | $462K | Sell |
|
|||||
|
2024
Q4 | $596K | Hold |
|
|||||
|
2024
Q3 | $593K | Hold |
|
|||||
|
2024
Q2 | $548K | Hold |
|
|||||
|
2024
Q1 | $557K | Hold |
|
|||||
|
2023
Q4 | $528K | Hold |
|
|||||
|
2023
Q3 | $469K | Hold |
|
|||||
|
2023
Q2 | $482K | Hold |
|
|||||
|
2023
Q1 | $466K | Sell |
|
|||||
|
2022
Q4 | $574K | Hold |
|
|||||
|
2022
Q3 | $498K | Hold |
|
|||||
|
2022
Q2 | $533K | Sell |
|
|||||
|
2022
Q1 | $646K | Hold |
|
|||||
|
2021
Q4 | $677K | Sell |
|
|||||
|
2021
Q3 | $653K | Sell |
|
|||||
|
2021
Q2 | $696K | Sell |
|
|||||
|
2021
Q1 | $711K | Sell |
|
|||||
|
2020
Q4 | $781K | Sell |
|
|||||
|
2020
Q3 | $847K | Buy |
|
|||||
|
2020
Q2 | $783K | Sell |
|
|||||
|
2020
Q1 | $3.64M | Buy |
|
|||||
|
2019
Q4 | $4.69M | Sell |
|
|||||
|
2019
Q3 | $4.76M | Buy |
|
|||||
|
2019
Q2 | $4.64M | Sell |
|
|||||
|
2019
Q1 | $4.98M | Sell |
|
|||||
|
2018
Q4 | $4.6M | Buy |
|
|||||
|
2018
Q3 | $5.14M | Sell |
|
|||||
|
2018
Q2 | $4.72M | Buy |
|