Zevenbergen Capital Investments’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
Q3 | $301K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $259K | Hold |
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|
2023
Q4 | $245K | Hold |
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|
2023
Q3 | $218K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Hold |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $236K | Buy |
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