WMS Partners’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
Q1
Sell
2024
Q4
$645K Hold
2024
Q3
$642K Sell
2024
Q2
$609K Hold
2024
Q1
$619K Sell
2023
Q4
$604K Hold
2023
Q3
$537K Hold
2023
Q2
$551K Sell
2023
Q1
$598K Buy
2022
Q4
$568K Hold
2022
Q3
$493K Hold
2022
Q2
$528K Buy