Wealth Enhancement Advisory Services’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 | $52.2M | Buy |
116,596
+9,100
| +8% | +$4.08M | 0.09% | 222 |
|
2025
Q1 | $45.1M | Buy |
107,496
+6,065
| +6% | +$2.55M | 0.09% | 224 |
|
2024
Q4 | $43.2M | Buy |
101,431
+2,751
| +3% | +$1.17M | 0.08% | 226 |
|
2024
Q3 | $41.8M | Sell |
98,680
-1,391
| -1% | -$589K | 0.09% | 219 |
|
2024
Q2 | $39.1M | Buy |
100,071
+63,003
| +170% | +$24.6M | 0.09% | 211 |
|
2024
Q1 | $14.7M | Sell |
37,068
-1,218
| -3% | -$484K | 0.04% | 380 |
|
2023
Q4 | $14.4M | Sell |
38,286
-5,244
| -12% | -$1.98M | 0.04% | 362 |
|
2023
Q3 | $14.6M | Buy |
43,530
+42,784
| +5,735% | +$14.3M | 0.05% | 331 |
|
2023
Q2 | $257K | Buy |
746
+14
| +2% | +$4.82K | ﹤0.01% | 456 |
|
2023
Q1 | $243K | Buy |
+732
| New | +$243K | ﹤0.01% | 477 |
|