WealthShield 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 | $353K | Sell |
801
-85
| -10% | -$37.5K | 0.04% | 265 |
|
|
2025
Q1 | $372K | Buy |
886
+235
| +36% | +$98.7K | 0.05% | 243 |
|
|
2024
Q4 | $277K | Sell |
651
-450
| -41% | -$192K | 0.04% | 255 |
|
|
2024
Q3 | $467K | Buy |
1,101
+213
| +24% | +$90.3K | 0.06% | 217 |
|
|
2024
Q2 | $348K | Hold |
888
| – | – | 0.05% | 229 |
|
|
2024
Q1 | $354K | Sell |
888
-75
| -8% | -$29.9K | 0.06% | 217 |
|
|
2023
Q4 | $364K | Hold |
963
| – | – | 0.06% | 224 |
|
|
2023
Q3 | $323K | Sell |
963
-69
| -7% | -$23.2K | 0.05% | 244 |
|
|
2023
Q2 | $356K | Hold |
1,032
| – | – | 0.05% | 233 |
|
|
2023
Q1 | $344K | Hold |
1,032
| – | – | 0.06% | 234 |
|
|
2022
Q4 | $343K | Hold |
1,032
| – | – | 0.07% | 233 |
|
|
2022
Q3 | $297K | Hold |
1,032
| – | – | 0.06% | 245 |
|
|
2022
Q2 | $318K | Hold |
1,032
| – | – | 0.06% | 244 |
|
|
2022
Q1 | $359K | Sell |
1,032
-250
| -20% | -$87K | 0.06% | 268 |
|
|
2021
Q4 | $466K | Buy |
1,282
+371
| +41% | +$135K | 0.08% | 200 |
|
|
2021
Q3 | $308K | Buy |
+911
| New | +$308K | 0.08% | 187 |
|
|
2021
Q2 | – | Sell |
-911
| Closed | -$301K | – | 862 |
|
|
2021
Q1 | $301K | Hold |
911
| – | – | 0.05% | 207 |
|
|
2020
Q4 | $278K | Buy |
911
+1
| +0.1% | +$305 | 0.05% | 242 |
|
|
2020
Q3 | $253K | Hold |
910
| – | – | 0.09% | 213 |
|
|
2020
Q2 | $235K | Buy |
+910
| New | +$235K | 0.11% | 181 |
|
|
2020
Q1 | – | Sell |
-909
| Closed | -$259K | – | 279 |
|
|
2019
Q4 | $259K | Buy |
909
+85
| +10% | +$24.2K | 0.13% | 155 |
|
|
2019
Q3 | $222K | Hold |
824
| – | – | 0.12% | 158 |
|
|
2019
Q2 | $219K | Buy |
824
+1
| +0.1% | +$266 | 0.13% | 140 |
|
|
2019
Q1 | $213K | Buy |
+823
| New | +$213K | 0.12% | 136 |
|
|
2018
Q4 | – | Sell |
-762
| Closed | -$202K | – | 245 |
|
|
2018
Q3 | $202K | Buy |
+762
| New | +$202K | 0.12% | 126 |
|
|
2018
Q2 | – | Sell |
-1,023
| Closed | -$247K | – | 248 |
|
|
2018
Q1 | $247K | Hold |
1,023
| – | – | 0.16% | 101 |
|
|
2017
Q4 | $254K | Buy |
+1,023
| New | +$254K | 0.15% | 110 |
|