Walkner Condon Financial 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 | $552K | Hold |
1,253
| – | – | 0.1% | 146 |
|
|
2025
Q1 | $526K | Hold |
1,253
| – | – | 0.11% | 150 |
|
|
2024
Q4 | $533K | Hold |
1,253
| – | – | 0.11% | 156 |
|
|
2024
Q3 | $530K | Hold |
1,253
| – | – | 0.11% | 152 |
|
|
2024
Q2 | $490K | Buy |
1,253
+42
| +3% | +$16.4K | 0.11% | 147 |
|
|
2024
Q1 | $482K | Hold |
1,211
| – | – | 0.1% | 158 |
|
|
2023
Q4 | $456K | Buy |
+1,211
| New | +$456K | 0.1% | 158 |
|