Wealthcare 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 | $334K | Hold |
759
| – | – | 0.04% | 64 |
|
2025
Q1 | $319K | Hold |
759
| – | – | 0.03% | 67 |
|
2024
Q4 | $323K | Hold |
759
| – | – | 0.03% | 71 |
|
2024
Q3 | $321K | Hold |
759
| – | – | 0.03% | 66 |
|
2024
Q2 | $297K | Hold |
759
| – | – | 0.03% | 67 |
|
2024
Q1 | $302K | Hold |
759
| – | – | 0.03% | 69 |
|
2023
Q4 | $286K | Hold |
759
| – | – | 0.03% | 71 |
|
2023
Q3 | $254K | Hold |
759
| – | – | 0.03% | 66 |
|
2023
Q2 | $261K | Hold |
759
| – | – | 0.03% | 67 |
|
2023
Q1 | $252K | Hold |
759
| – | – | 0.03% | 63 |
|
2022
Q4 | $251K | Hold |
759
| – | – | 0.03% | 67 |
|
2022
Q3 | $218K | Hold |
759
| – | – | 0.03% | 61 |
|
2022
Q2 | $234K | Hold |
759
| – | – | 0.03% | 61 |
|
2022
Q1 | $263K | Hold |
759
| – | – | 0.03% | 69 |
|
2021
Q4 | $276K | Hold |
759
| – | – | 0.03% | 73 |
|
2021
Q3 | $257K | Hold |
759
| – | – | 0.02% | 70 |
|
2021
Q2 | $262K | Hold |
759
| – | – | 0.03% | 65 |
|
2021
Q1 | $251K | Hold |
759
| – | – | 0.03% | 62 |
|
2020
Q4 | $232K | Hold |
759
| – | – | 0.02% | 57 |
|
2020
Q3 | $211K | Buy |
+759
| New | +$211K | 0.02% | 57 |
|
2020
Q2 | – | Sell |
-759
| Closed | -$166K | – | 97 |
|
2020
Q1 | $166K | Hold |
759
| – | – | 0.02% | 54 |
|
2019
Q4 | $216K | Hold |
759
| – | – | 0.03% | 52 |
|
2019
Q3 | $204K | Hold |
759
| – | – | 0.03% | 52 |
|
2019
Q2 | $202K | Sell |
759
-47
| -6% | -$12.5K | 0.03% | 52 |
|
2019
Q1 | $209K | Hold |
806
| – | – | 0.03% | 54 |
|
2018
Q4 | $188K | Hold |
806
| – | – | 0.03% | 53 |
|
2018
Q3 | $213K | Hold |
806
| – | – | 0.03% | 45 |
|
2018
Q2 | $196K | Hold |
806
| – | – | 0.02% | 47 |
|
2018
Q1 | $195K | Hold |
806
| – | – | 0.02% | 46 |
|
2017
Q4 | $199K | Hold |
806
| – | – | 0.02% | 45 |
|
2017
Q3 | $180K | Hold |
806
| – | – | 0.02% | 45 |
|
2017
Q2 | $172K | Hold |
806
| – | – | 0.02% | 49 |
|
2017
Q1 | $166K | Buy |
806
+759
| +1,615% | +$156K | 0.02% | 50 |
|
2016
Q4 | $9K | Hold |
47
| – | – | ﹤0.01% | 125 |
|
2016
Q3 | $9K | Hold |
47
| – | – | ﹤0.01% | 126 |
|
2016
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 127 |
|
2016
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 137 |
|
2015
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 150 |
|
2015
Q3 | $8K | Sell |
47
-38
| -45% | -$6.47K | ﹤0.01% | 165 |
|
2015
Q2 | $15K | Sell |
85
-605
| -88% | -$107K | ﹤0.01% | 172 |
|
2015
Q1 | $123K | Buy |
690
+643
| +1,368% | +$115K | 0.01% | 135 |
|
2014
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 139 |
|
2014
Q3 | $8K | Hold |
47
| – | – | ﹤0.01% | 171 |
|
2014
Q2 | $8K | Hold |
47
| – | – | ﹤0.01% | 134 |
|
2014
Q1 | $8K | Hold |
47
| – | – | ﹤0.01% | 130 |
|
2013
Q4 | $8K | Hold |
47
| – | – | ﹤0.01% | 84 |
|
2013
Q3 | $7K | Hold |
47
| – | – | ﹤0.01% | 84 |
|
2013
Q2 | $7K | Buy |
+47
| New | +$7K | ﹤0.01% | 89 |
|