West Wealth Group’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
Sell
-811
Closed -$341K 113
2025
Q1
$341K Buy
+811
New +$341K 0.1% 69
2022
Q2
Sell
-585
Closed -$203K 68
2022
Q1
$203K Sell
585
-187
-24% -$64.9K 0.08% 63
2021
Q4
$280K Buy
+772
New +$280K 0.11% 42