WealthBridge Capital Management’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 | $1.87M | Sell |
4,245
-34
| -0.8% | -$15K | 0.47% | 46 |
|
2025
Q1 | $1.8M | Sell |
4,279
-4
| -0.1% | -$1.68K | 0.51% | 46 |
|
2024
Q4 | $1.82M | Buy |
4,283
+1
| +0% | +$426 | 0.51% | 45 |
|
2024
Q3 | $1.81M | Buy |
4,282
+15
| +0.4% | +$6.35K | 0.52% | 44 |
|
2024
Q2 | $1.67M | Sell |
4,267
-112
| -3% | -$43.8K | 0.55% | 42 |
|
2024
Q1 | $1.74M | Sell |
4,379
-37
| -0.8% | -$14.7K | 0.59% | 41 |
|
2023
Q4 | $1.66M | Sell |
4,416
-39
| -0.9% | -$14.7K | 0.62% | 39 |
|
2023
Q3 | $1.49M | Buy |
4,455
+1
| +0% | +$335 | 0.62% | 37 |
|
2023
Q2 | $1.53M | Buy |
4,454
+3
| +0.1% | +$1.03K | 0.61% | 37 |
|
2023
Q1 | $1.48M | Buy |
4,451
+1
| +0% | +$333 | 0.59% | 41 |
|
2022
Q4 | $1.47M | Sell |
4,450
-97
| -2% | -$32.1K | 0.62% | 40 |
|
2022
Q3 | $1.4M | Hold |
4,547
| – | – | 0.6% | 37 |
|
2022
Q2 | $1.4M | Sell |
4,547
-35
| -0.8% | -$10.8K | 0.6% | 37 |
|
2022
Q1 | $1.59M | Sell |
4,582
-865
| -16% | -$300K | 0.59% | 38 |
|
2021
Q4 | $1.98M | Sell |
5,447
-3,620
| -40% | -$1.32M | 0.74% | 31 |
|
2021
Q3 | $3.07M | Sell |
9,067
-1,846
| -17% | -$624K | 1.15% | 22 |
|
2021
Q2 | $3.76M | Buy |
10,913
+726
| +7% | +$250K | 1.37% | 19 |
|
2021
Q1 | $3.36M | Sell |
10,187
-172
| -2% | -$56.8K | 1.37% | 21 |
|
2020
Q4 | $3.17M | Buy |
10,359
+289
| +3% | +$88.4K | 1.39% | 20 |
|
2020
Q3 | $2.79M | Sell |
10,070
-418
| -4% | -$116K | 1.43% | 20 |
|
2020
Q2 | $2.7M | Buy |
10,488
+414
| +4% | +$107K | 1.53% | 19 |
|
2020
Q1 | $2.21M | Buy |
10,074
+601
| +6% | +$132K | 1.53% | 18 |
|
2019
Q4 | $2.7M | Sell |
9,473
-65
| -0.7% | -$18.5K | 1.75% | 14 |
|
2019
Q3 | $2.57M | Buy |
9,538
+476
| +5% | +$128K | 1.85% | 14 |
|
2019
Q2 | $2.11M | Sell |
9,062
-238
| -3% | -$55.5K | 1.93% | 15 |
|
2019
Q1 | $2.4M | Buy |
9,300
+238
| +3% | +$61.5K | 1.53% | 15 |
|
2018
Q4 | $2.11M | Buy |
+9,062
| New | +$2.11M | 1.61% | 15 |
|