WESPAC Advisors’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 | $1.17M | Sell |
2,662
-166
| -6% | -$73.1K | 0.82% | 38 |
|
|
2025
Q1 | $1.19M | Buy |
2,828
+1,915
| +210% | +$804K | 0.97% | 29 |
|
|
2024
Q4 | $388K | Buy |
+913
| New | +$388K | 0.29% | 115 |
|
|
2024
Q2 | – | Sell |
-881
| Closed | -$350K | – | 155 |
|
|
2024
Q1 | $350K | Buy |
+881
| New | +$350K | 0.2% | 127 |
|
|
2023
Q1 | – | Sell |
-736
| Closed | -$244K | – | 113 |
|
|
2022
Q4 | $244K | Buy |
+736
| New | +$244K | 0.42% | 55 |
|
|
2018
Q2 | – | Sell |
-2,148
| Closed | -$519K | – | 116 |
|
|
2018
Q1 | $519K | Buy |
2,148
+543
| +34% | +$131K | 0.32% | 92 |
|
|
2017
Q4 | $397K | Sell |
1,605
-543
| -25% | -$134K | 0.37% | 85 |
|
|
2017
Q3 | $481K | Sell |
2,148
-240
| -10% | -$53.7K | 0.32% | 94 |
|
|
2017
Q2 | $509K | Buy |
2,388
+1,044
| +78% | +$223K | 0.35% | 89 |
|
|
2017
Q1 | $277K | Buy |
1,344
+283
| +27% | +$58.3K | 0.32% | 95 |
|
|
2016
Q4 | $210K | Buy |
+1,061
| New | +$210K | 0.24% | 102 |
|