Winch Advisory Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $163K | Buy |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $151K | Hold |
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|
2024
Q1 | $153K | Hold |
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|
2023
Q4 | $145K | Buy |
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|
2023
Q3 | $128K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $126K | Buy |
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|
2022
Q4 | $124K | Buy |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $114K | Sell |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $140K | Hold |
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|
2021
Q3 | $131K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $127K | Buy |
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|
2020
Q4 | $118K | Buy |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $90K | Buy |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $48K | Buy |
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|
2019
Q3 | $45K | Buy |
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|
2019
Q2 | $44K | Buy |
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|
2019
Q1 | $43K | Buy |
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|
2018
Q4 | $39K | Buy |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $39K | Buy |
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|
2017
Q4 | $40K | Buy |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $296K | Buy |
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|
2016
Q4 | $284K | Buy |
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|
2016
Q3 | $136K | Sell |
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|
2016
Q2 | $134K | Buy |
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|
2016
Q1 | $27K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.42M | Buy |
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