Wealthcare Advisory 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 | $2.16M | Buy |
4,897
+1,174
| +32% | +$517K | 0.05% | 311 |
|
|
2025
Q1 | $1.56M | Sell |
3,723
-1,025
| -22% | -$430K | 0.04% | 345 |
|
|
2024
Q4 | $2.02M | Buy |
4,748
+862
| +22% | +$367K | 0.06% | 268 |
|
|
2024
Q3 | $1.64M | Sell |
3,886
-622
| -14% | -$263K | 0.05% | 304 |
|
|
2024
Q2 | $1.76M | Sell |
4,508
-675
| -13% | -$264K | 0.06% | 258 |
|
|
2024
Q1 | $2.06M | Buy |
5,183
+2,382
| +85% | +$947K | 0.07% | 223 |
|
|
2023
Q4 | $1.06M | Sell |
2,801
-73
| -3% | -$27.5K | 0.04% | 306 |
|
|
2023
Q3 | $963K | Buy |
2,874
+119
| +4% | +$39.9K | 0.04% | 289 |
|
|
2023
Q2 | $947K | Sell |
2,755
-54
| -2% | -$18.6K | 0.04% | 300 |
|
|
2023
Q1 | $934K | Sell |
2,809
-126
| -4% | -$41.9K | 0.04% | 307 |
|
|
2022
Q4 | $972K | Sell |
2,935
-374
| -11% | -$124K | 0.05% | 280 |
|
|
2022
Q3 | $951K | Sell |
3,309
-785
| -19% | -$226K | 0.05% | 246 |
|
|
2022
Q2 | $1.26M | Sell |
4,094
-337
| -8% | -$104K | 0.08% | 176 |
|
|
2022
Q1 | $1.54M | Sell |
4,431
-706
| -14% | -$245K | 0.09% | 132 |
|
|
2021
Q4 | $1.87M | Sell |
5,137
-91
| -2% | -$33.1K | 0.11% | 110 |
|
|
2021
Q3 | $1.77M | Buy |
5,228
+870
| +20% | +$294K | 0.12% | 115 |
|
|
2021
Q2 | $1.5M | Buy |
4,358
+338
| +8% | +$117K | 0.1% | 135 |
|
|
2021
Q1 | $1.33M | Buy |
4,020
+525
| +15% | +$173K | 0.1% | 133 |
|
|
2020
Q4 | $1.07M | Buy |
3,495
+1,870
| +115% | +$572K | 0.1% | 139 |
|
|
2020
Q3 | $451K | Buy |
1,625
+484
| +42% | +$134K | 0.05% | 212 |
|
|
2020
Q2 | $294K | Buy |
1,141
+287
| +34% | +$74K | 0.04% | 244 |
|
|
2020
Q1 | $187K | Sell |
854
-117
| -12% | -$25.6K | 0.03% | 268 |
|
|
2019
Q4 | $277K | Sell |
971
-284
| -23% | -$81K | 0.04% | 250 |
|
|
2019
Q3 | $338K | Buy |
1,255
+12
| +1% | +$3.23K | 0.05% | 192 |
|
|
2019
Q2 | $330K | Sell |
1,243
-12
| -1% | -$3.19K | 0.05% | 192 |
|
|
2019
Q1 | $325K | Buy |
1,255
+52
| +4% | +$13.5K | 0.06% | 173 |
|
|
2018
Q4 | $281K | Buy |
1,203
+433
| +56% | +$101K | 0.05% | 168 |
|
|
2018
Q3 | $204K | Buy |
770
+25
| +3% | +$6.62K | 0.04% | 218 |
|
|
2018
Q2 | $181K | Buy |
745
+160
| +27% | +$38.9K | 0.04% | 228 |
|
|
2018
Q1 | $141K | Buy |
585
+396
| +210% | +$95.4K | 0.03% | 231 |
|
|
2017
Q4 | $47K | Hold |
189
| – | – | 0.01% | 382 |
|
|
2017
Q3 | $42K | Buy |
+189
| New | +$42K | 0.01% | 324 |
|