Wealthspan 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
Q2 | $365K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $521K | Sell |
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|
2023
Q4 | $498K | Hold |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $454K | Hold |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $438K | Hold |
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|
2022
Q3 | $380K | Hold |
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|
2022
Q2 | $407K | Buy |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $410K | Buy |
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