Waverly Advisors’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 | $2.53M | Buy |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.62M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q3 | $955K | Buy |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $857K | Sell |
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|
2022
Q4 | $925K | Buy |
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|
2022
Q3 | $740K | Hold |
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|
2022
Q2 | $793K | Buy |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $409K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $418K | Hold |
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|
2021
Q1 | $402K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $312K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.76M | Sell |
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|
2013
Q4 | $2.26M | Buy |
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|
2013
Q3 | $250K | Buy |
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|
2013
Q2 | $223K | Buy |
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