Wealthspan 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 | $365K | Sell |
829
-286
| -26% | -$126K | 0.15% | 84 |
|
|
2025
Q1 | $468K | Sell |
1,115
-43
| -4% | -$18.1K | 0.22% | 66 |
|
|
2024
Q4 | $493K | Sell |
1,158
-119
| -9% | -$50.6K | 0.24% | 67 |
|
|
2024
Q3 | $540K | Sell |
1,277
-15
| -1% | -$6.35K | 0.27% | 62 |
|
|
2024
Q2 | $505K | Sell |
1,292
-19
| -1% | -$7.43K | 0.28% | 58 |
|
|
2024
Q1 | $521K | Sell |
1,311
-10
| -0.8% | -$3.98K | 0.31% | 58 |
|
|
2023
Q4 | $498K | Hold |
1,321
| – | – | 0.35% | 47 |
|
|
2023
Q3 | $442K | Hold |
1,321
| – | – | 0.35% | 50 |
|
|
2023
Q2 | $454K | Hold |
1,321
| – | – | 0.36% | 43 |
|
|
2023
Q1 | $439K | Hold |
1,321
| – | – | 0.38% | 47 |
|
|
2022
Q4 | $438K | Hold |
1,321
| – | – | 0.4% | 46 |
|
|
2022
Q3 | $380K | Hold |
1,321
| – | – | 0.39% | 44 |
|
|
2022
Q2 | $407K | Buy |
1,321
+193
| +17% | +$59.5K | 0.42% | 41 |
|
|
2022
Q1 | $391K | Hold |
1,128
| – | – | 0.35% | 48 |
|
|
2021
Q4 | $410K | Buy |
+1,128
| New | +$410K | 0.36% | 47 |
|