Waldron Private Wealth’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
Q3 | $408K | Hold |
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|
2025
Q2 | $388K | Hold |
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|
2025
Q1 | $369K | Hold |
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|
2024
Q4 | $373K | Hold |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $344K | Hold |
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|
2024
Q1 | $349K | Hold |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $208K | Sell |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $251K | Hold |
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|
2021
Q4 | $262K | Hold |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Hold |
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|
2019
Q3 | $202K | Buy |
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