WAS
Winch Advisory Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
390
+1
| +0.3% | +$440 | 0.04% | 100 |
|
|
2025
Q1 | $163K | Buy |
389
+1
| +0.3% | +$419 | 0.04% | 97 |
|
|
2024
Q4 | $165K | Buy |
388
+2
| +0.5% | +$850 | 0.04% | 96 |
|
|
2024
Q3 | $163K | Buy |
386
+1
| +0.3% | +$423 | 0.05% | 98 |
|
|
2024
Q2 | $151K | Hold |
385
| – | – | 0.04% | 95 |
|
|
2024
Q1 | $153K | Hold |
385
| – | – | 0.05% | 96 |
|
|
2023
Q4 | $145K | Buy |
385
+2
| +0.5% | +$753 | 0.05% | 92 |
|
|
2023
Q3 | $128K | Buy |
383
+2
| +0.5% | +$668 | 0.05% | 90 |
|
|
2023
Q2 | $131K | Buy |
381
+1
| +0.3% | +$344 | 0.05% | 91 |
|
|
2023
Q1 | $126K | Buy |
380
+6
| +2% | +$1.99K | 0.05% | 91 |
|
|
2022
Q4 | $124K | Buy |
374
+2
| +0.5% | +$663 | 0.05% | 89 |
|
|
2022
Q3 | $107K | Buy |
372
+2
| +0.5% | +$575 | 0.05% | 91 |
|
|
2022
Q2 | $114K | Sell |
370
-17
| -4% | -$5.24K | 0.05% | 92 |
|
|
2022
Q1 | $134K | Buy |
387
+1
| +0.3% | +$346 | 0.05% | 85 |
|
|
2021
Q4 | $140K | Hold |
386
| – | – | 0.05% | 83 |
|
|
2021
Q3 | $131K | Hold |
386
| – | – | 0.05% | 81 |
|
|
2021
Q2 | $133K | Hold |
386
| – | – | 0.05% | 80 |
|
|
2021
Q1 | $127K | Buy |
386
+1
| +0.3% | +$329 | 0.05% | 76 |
|
|
2020
Q4 | $118K | Buy |
385
+33
| +9% | +$10.1K | 0.05% | 67 |
|
|
2020
Q3 | $98K | Buy |
352
+2
| +0.6% | +$557 | 0.04% | 66 |
|
|
2020
Q2 | $90K | Buy |
350
+1
| +0.3% | +$257 | 0.04% | 68 |
|
|
2020
Q1 | $77K | Buy |
349
+180
| +107% | +$39.7K | 0.04% | 67 |
|
|
2019
Q4 | $48K | Buy |
169
+1
| +0.6% | +$284 | 0.02% | 117 |
|
|
2019
Q3 | $45K | Buy |
168
+1
| +0.6% | +$268 | 0.02% | 110 |
|
|
2019
Q2 | $44K | Buy |
167
+1
| +0.6% | +$263 | 0.02% | 118 |
|
|
2019
Q1 | $43K | Buy |
166
+1
| +0.6% | +$259 | 0.02% | 122 |
|
|
2018
Q4 | $39K | Buy |
165
+1
| +0.6% | +$236 | 0.02% | 111 |
|
|
2018
Q3 | $43K | Hold |
164
| – | – | 0.02% | 111 |
|
|
2018
Q2 | $40K | Buy |
164
+1
| +0.6% | +$244 | 0.02% | 125 |
|
|
2018
Q1 | $39K | Buy |
163
+1
| +0.6% | +$239 | 0.02% | 130 |
|
|
2017
Q4 | $40K | Buy |
162
+1
| +0.6% | +$247 | 0.02% | 116 |
|
|
2017
Q3 | $36K | Sell |
161
-1,276
| -89% | -$285K | 0.02% | 108 |
|
|
2017
Q2 | $306K | Buy |
1,437
+1
| +0.1% | +$213 | 0.19% | 65 |
|
|
2017
Q1 | $296K | Buy |
1,436
+1
| +0.1% | +$206 | 0.19% | 69 |
|
|
2016
Q4 | $284K | Buy |
1,435
+693
| +93% | +$137K | 0.2% | 64 |
|
|
2016
Q3 | $136K | Sell |
742
-7
| -0.9% | -$1.28K | 0.11% | 70 |
|
|
2016
Q2 | $134K | Buy |
749
+593
| +380% | +$106K | 0.16% | 46 |
|
|
2016
Q1 | $27K | Buy |
+156
| New | +$27K | 0.04% | 65 |
|
|
2014
Q4 | – | Sell |
-14,233
| Closed | -$2.42M | – | 73 |
|
|
2014
Q3 | $2.42M | Buy |
+14,233
| New | +$2.42M | 1.55% | 21 |
|