WealthShield Partners’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $371K | Hold |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $354K | Sell |
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|
2023
Q4 | $364K | Hold |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $356K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $466K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $235K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $247K | Hold |
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|
2017
Q4 | $254K | Buy |
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