Widmann Financial Services’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 | $1.04M | Sell |
2,356
-100
| -4% | -$44.1K | 0.72% | 42 |
|
|
2025
Q1 | $1.03M | Buy |
2,456
+1
| +0% | +$420 | 0.8% | 38 |
|
|
2024
Q4 | $1.04M | Hold |
2,455
| – | – | 0.81% | 39 |
|
|
2024
Q3 | $1.04M | Buy |
2,455
+20
| +0.8% | +$8.46K | 0.79% | 40 |
|
|
2024
Q2 | $952K | Buy |
2,435
+1
| +0% | +$391 | 0.77% | 41 |
|
|
2024
Q1 | $968K | Sell |
2,434
-10
| -0.4% | -$3.98K | 0.81% | 40 |
|
|
2023
Q4 | $921K | Sell |
2,444
-90
| -4% | -$33.9K | 0.83% | 39 |
|
|
2023
Q3 | $849K | Sell |
2,534
-44
| -2% | -$14.7K | 0.85% | 39 |
|
|
2023
Q2 | $887K | Hold |
2,578
| – | – | 0.85% | 41 |
|
|
2023
Q1 | $857K | Buy |
2,578
+1
| +0% | +$333 | 0.86% | 41 |
|
|
2022
Q4 | $854K | Buy |
2,577
+1
| +0% | +$331 | 0.89% | 43 |
|
|
2022
Q3 | $740K | Buy |
2,576
+201
| +8% | +$57.8K | 0.82% | 45 |
|
|
2022
Q2 | $731K | Buy |
2,375
+303
| +15% | +$93.3K | 0.76% | 47 |
|
|
2022
Q1 | $718K | Buy |
2,072
+23
| +1% | +$7.97K | 0.64% | 49 |
|
|
2021
Q4 | $744K | Buy |
+2,049
| New | +$744K | 0.61% | 46 |
|