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