WCG
Weaver Consulting Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Hold |
1,371
| – | – | 0.17% | 110 |
|
|
2025
Q1 | $576K | Hold |
1,371
| – | – | 0.17% | 105 |
|
|
2024
Q4 | $584K | Hold |
1,371
| – | – | 0.18% | 98 |
|
|
2024
Q3 | $580K | Buy |
1,371
+50
| +4% | +$21.2K | 0.18% | 98 |
|
|
2024
Q2 | $517K | Buy |
1,321
+42
| +3% | +$16.4K | 0.18% | 100 |
|
|
2024
Q1 | $509K | Hold |
1,279
| – | – | 0.19% | 97 |
|
|
2023
Q4 | $482K | Hold |
1,279
| – | – | 0.2% | 88 |
|
|
2023
Q3 | $429K | Sell |
1,279
-200
| -14% | -$67K | 0.19% | 98 |
|
|
2023
Q2 | $509K | Hold |
1,479
| – | – | 0.22% | 80 |
|
|
2023
Q1 | $492K | Hold |
1,479
| – | – | 0.23% | 78 |
|
|
2022
Q4 | $490K | Buy |
1,479
+20
| +1% | +$6.63K | 0.25% | 74 |
|
|
2022
Q3 | $419K | Hold |
1,459
| – | – | 0.24% | 82 |
|
|
2022
Q2 | $449K | Sell |
1,459
-40
| -3% | -$12.3K | 0.25% | 79 |
|
|
2022
Q1 | $520K | Buy |
1,499
+15
| +1% | +$5.2K | 0.25% | 73 |
|
|
2021
Q4 | $539K | Hold |
1,484
| – | – | 0.26% | 68 |
|
|
2021
Q3 | $502K | Sell |
1,484
-35
| -2% | -$11.8K | 0.27% | 66 |
|
|
2021
Q2 | $524K | Hold |
1,519
| – | – | 0.3% | 61 |
|
|
2021
Q1 | $502K | Hold |
1,519
| – | – | 0.31% | 61 |
|
|
2020
Q4 | $465K | Sell |
1,519
-75
| -5% | -$23K | 0.29% | 67 |
|
|
2020
Q3 | $443K | Buy |
1,594
+553
| +53% | +$154K | 0.26% | 65 |
|
|
2020
Q2 | $269K | Hold |
1,041
| – | – | 0.16% | 92 |
|
|
2020
Q1 | $228K | Hold |
1,041
| – | – | 0.15% | 91 |
|
|
2019
Q4 | $280K | Buy |
1,041
+90
| +9% | +$24.2K | 0.15% | 89 |
|
|
2019
Q3 | $259K | Hold |
951
| – | – | 0.14% | 88 |
|
|
2019
Q2 | $253K | Hold |
951
| – | – | 0.14% | 86 |
|
|
2019
Q1 | $248K | Buy |
+951
| New | +$248K | 0.07% | 190 |
|