Wealth Management Partners’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 | $1.7M | Buy |
3,822
+1,045
| +38% | +$464K | 0.6% | 38 |
|
|
2025
Q1 | $1.17M | Hold |
2,777
| – | – | 0.54% | 40 |
|
|
2024
Q4 | $1.18M | Buy |
2,777
+12
| +0.4% | +$5.11K | 0.51% | 45 |
|
|
2024
Q3 | $1.17M | Sell |
2,765
-101
| -4% | -$42.7K | 0.54% | 41 |
|
|
2024
Q2 | $1.12M | Sell |
2,866
-26
| -0.9% | -$10.2K | 0.55% | 41 |
|
|
2024
Q1 | $1.15M | Sell |
2,892
-66
| -2% | -$26.3K | 0.58% | 39 |
|
|
2023
Q4 | $1.11M | Hold |
2,958
| – | – | 0.62% | 37 |
|
|
2023
Q3 | $991K | Sell |
2,958
-34
| -1% | -$11.4K | 0.62% | 35 |
|
|
2023
Q2 | $1.03M | Sell |
2,992
-198
| -6% | -$68.1K | 0.65% | 32 |
|
|
2023
Q1 | $1.06M | Buy |
3,190
+190
| +6% | +$63.2K | 0.74% | 30 |
|
|
2022
Q4 | $1.07M | Hold |
3,000
| – | – | 0.89% | 25 |
|
|
2022
Q3 | $956K | Hold |
3,000
| – | – | 0.84% | 27 |
|
|
2022
Q2 | $1M | Hold |
3,000
| – | – | 0.88% | 27 |
|
|
2022
Q1 | $1.13M | Hold |
3,000
| – | – | 0.81% | 29 |
|
|
2021
Q4 | $1.18M | Sell |
3,000
-251
| -8% | -$98.8K | 0.81% | 27 |
|
|
2021
Q3 | $1.1M | Hold |
3,251
| – | – | 0.81% | 31 |
|
|
2021
Q2 | $1.12M | Sell |
3,251
-44
| -1% | -$15.2K | 0.78% | 33 |
|
|
2021
Q1 | $1.1M | Sell |
3,295
-294
| -8% | -$98.3K | 0.82% | 35 |
|
|
2020
Q4 | $1.11M | Buy |
+3,589
| New | +$1.11M | 0.87% | 30 |
|