Worth Asset Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,766
| Closed | -$10.1M | – | 145 |
|
|
2024
Q4 | $10.1M | Sell |
23,766
-1,927
| -8% | -$820K | 5.4% | 4 |
|
|
2024
Q3 | $10.9M | Buy |
+25,693
| New | +$10.9M | 5.91% | 3 |
|
|
2024
Q2 | – | Sell |
-1,905
| Closed | -$758K | – | 141 |
|
|
2024
Q1 | $758K | Sell |
1,905
-15,399
| -89% | -$6.13M | 0.47% | 42 |
|
|
2023
Q4 | $6.52M | Buy |
+17,304
| New | +$6.52M | 4.66% | 4 |
|