Visionary Wealth 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 | $990K | Sell |
2,246
-22
| -1% | -$9.7K | 0.05% | 274 |
|
|
2025
Q1 | $952K | Buy |
2,268
+98
| +5% | +$41.2K | 0.06% | 267 |
|
|
2024
Q4 | $923K | Buy |
2,170
+199
| +10% | +$84.7K | 0.05% | 267 |
|
|
2024
Q3 | $834K | Sell |
1,971
-400
| -17% | -$169K | 0.05% | 276 |
|
|
2024
Q2 | $927K | Sell |
2,371
-138
| -6% | -$54K | 0.06% | 249 |
|
|
2024
Q1 | $998K | Sell |
2,509
-70
| -3% | -$27.8K | 0.07% | 232 |
|
|
2023
Q4 | $972K | Buy |
2,579
+438
| +20% | +$165K | 0.07% | 233 |
|
|
2023
Q3 | $717K | Sell |
2,141
-217
| -9% | -$72.7K | 0.06% | 250 |
|
|
2023
Q2 | $811K | Buy |
2,358
+180
| +8% | +$61.9K | 0.06% | 234 |
|
|
2023
Q1 | $724K | Sell |
2,178
-542
| -20% | -$180K | 0.06% | 232 |
|
|
2022
Q4 | $901K | Buy |
2,720
+937
| +53% | +$310K | 0.08% | 192 |
|
|
2022
Q3 | $512K | Sell |
1,783
-253
| -12% | -$72.7K | 0.05% | 222 |
|
|
2022
Q2 | $627K | Sell |
2,036
-105
| -5% | -$32.3K | 0.06% | 215 |
|
|
2022
Q1 | $743K | Buy |
+2,141
| New | +$743K | 0.06% | 203 |
|