WP
WMS Partners’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
Q1 | – | Sell |
-1,517
| Closed | -$645K | – | 78 |
|
|
2024
Q4 | $645K | Hold |
1,517
| – | – | 0.04% | 152 |
|
|
2024
Q3 | $642K | Sell |
1,517
-40
| -3% | -$16.9K | 0.04% | 155 |
|
|
2024
Q2 | $609K | Hold |
1,557
| – | – | 0.04% | 132 |
|
|
2024
Q1 | $619K | Sell |
1,557
-45
| -3% | -$17.9K | 0.04% | 139 |
|
|
2023
Q4 | $604K | Hold |
1,602
| – | – | 0.04% | 136 |
|
|
2023
Q3 | $537K | Hold |
1,602
| – | – | 0.04% | 146 |
|
|
2023
Q2 | $551K | Sell |
1,602
-196
| -11% | -$67.4K | 0.04% | 148 |
|
|
2023
Q1 | $598K | Buy |
1,798
+83
| +5% | +$27.6K | 0.05% | 137 |
|
|
2022
Q4 | $568K | Hold |
1,715
| – | – | 0.06% | 140 |
|
|
2022
Q3 | $493K | Hold |
1,715
| – | – | 0.07% | 138 |
|
|
2022
Q2 | $528K | Buy |
+1,715
| New | +$528K | 0.08% | 131 |
|