Zevenbergen Capital Investments’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
Q2 | $286K | Hold |
650
| – | – | 0.01% | 100 |
|
|
2025
Q1 | $273K | Hold |
650
| – | – | 0.01% | 100 |
|
|
2024
Q4 | $277K | Hold |
650
| – | – | 0.01% | 99 |
|
|
2024
Q3 | $275K | Hold |
650
| – | – | 0.01% | 98 |
|
|
2024
Q2 | $254K | Hold |
650
| – | – | 0.01% | 100 |
|
|
2024
Q1 | $259K | Hold |
650
| – | – | 0.01% | 97 |
|
|
2023
Q4 | $245K | Hold |
650
| – | – | 0.01% | 96 |
|
|
2023
Q3 | $218K | Hold |
650
| – | – | 0.01% | 101 |
|
|
2023
Q2 | $224K | Hold |
650
| – | – | 0.01% | 101 |
|
|
2023
Q1 | $216K | Hold |
650
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $215K | Buy |
+650
| New | +$215K | 0.01% | 97 |
|
|
2022
Q3 | – | Sell |
-650
| Closed | -$200K | – | 103 |
|
|
2022
Q2 | $200K | Hold |
650
| – | – | 0.01% | 85 |
|
|
2022
Q1 | $225K | Hold |
650
| – | – | 0.01% | 85 |
|
|
2021
Q4 | $236K | Buy |
+650
| New | +$236K | ﹤0.01% | 90 |
|