Western Wealth Management’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 | $3.72M | Sell |
8,449
-788
| -9% | -$347K | 0.22% | 94 |
|
|
2025
Q1 | $3.88M | Buy |
9,237
+1,535
| +20% | +$645K | 0.26% | 83 |
|
|
2024
Q4 | $3.28M | Buy |
7,702
+77
| +1% | +$32.8K | 0.21% | 93 |
|
|
2024
Q3 | $3.23M | Sell |
7,625
-110
| -1% | -$46.5K | 0.18% | 110 |
|
|
2024
Q2 | $3.03M | Sell |
7,735
-351
| -4% | -$137K | 0.22% | 89 |
|
|
2024
Q1 | $3.22M | Sell |
8,086
-199
| -2% | -$79.1K | 0.25% | 80 |
|
|
2023
Q4 | $3.12M | Sell |
8,285
-673
| -8% | -$254K | 0.23% | 92 |
|
|
2023
Q3 | $3M | Buy |
8,958
+368
| +4% | +$123K | 0.25% | 78 |
|
|
2023
Q2 | $2.95M | Sell |
8,590
-384
| -4% | -$132K | 0.25% | 86 |
|
|
2023
Q1 | $2.98M | Sell |
8,974
-311
| -3% | -$103K | 0.28% | 81 |
|
|
2022
Q4 | $3.08M | Sell |
9,285
-9,211
| -50% | -$3.05M | 0.31% | 71 |
|
|
2022
Q3 | $5.31M | Sell |
18,496
-959
| -5% | -$276K | 0.3% | 68 |
|
|
2022
Q2 | $5.99M | Sell |
19,455
-1,645
| -8% | -$506K | 0.34% | 61 |
|
|
2022
Q1 | $7.32M | Buy |
21,100
+11,896
| +129% | +$4.13M | 0.36% | 59 |
|
|
2021
Q4 | $3.35M | Buy |
+9,204
| New | +$3.35M | 0.33% | 63 |
|
|
2021
Q2 | $2.61M | Buy |
7,577
+513
| +7% | +$177K | 0.27% | 85 |
|
|
2021
Q1 | $2.33M | Sell |
7,064
-143
| -2% | -$47.2K | 0.31% | 73 |
|
|
2020
Q4 | $2.2M | Buy |
7,207
+3,384
| +89% | +$1.03M | 0.32% | 74 |
|
|
2020
Q3 | $1.06M | Buy |
3,823
+45
| +1% | +$12.5K | 0.17% | 132 |
|
|
2020
Q2 | $974K | Buy |
3,778
+661
| +21% | +$170K | 0.18% | 133 |
|
|
2020
Q1 | $685K | Buy |
3,117
+475
| +18% | +$104K | 0.16% | 143 |
|
|
2019
Q4 | $753K | Buy |
2,642
+926
| +54% | +$264K | 0.11% | 168 |
|
|
2019
Q3 | $462K | Sell |
1,716
-1,712
| -50% | -$461K | 0.1% | 227 |
|
|
2019
Q2 | $912K | Sell |
3,428
-478
| -12% | -$127K | 0.12% | 143 |
|
|
2019
Q1 | $1.01M | Buy |
3,906
+1,129
| +41% | +$292K | 0.23% | 108 |
|
|
2018
Q4 | $647K | Buy |
+2,777
| New | +$647K | 0.17% | 147 |
|