Zhang Financial’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Sell |
2,161
-72
| -3% | -$34.9K | 0.03% | 186 |
|
|
2025
Q4 | $1.07M | Hold |
2,233
| – | – | 0.04% | 173 |
|
|
2025
Q3 | $1.04M | Sell |
2,233
-70
| -3% | -$31.6K | 0.04% | 173 |
|
|
2025
Q2 | $1.01M | Hold |
2,303
| – | – | 0.05% | 166 |
|
|
2025
Q1 | $967K | Hold |
2,303
| – | – | 0.05% | 159 |
|
|
2024
Q4 | $980K | Hold |
2,303
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $974K | Hold |
2,303
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $901K | Hold |
2,303
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $916K | Hold |
2,303
| – | – | 0.07% | 151 |
|
|
2023
Q4 | $868K | Hold |
2,303
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $771K | Hold |
2,303
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $792K | Hold |
2,303
| – | – | 0.08% | 134 |
|
|
2023
Q1 | $766K | Buy |
2,303
+85
| +4% | +$28.2K | 0.09% | 125 |
|
|
2022
Q4 | $735K | Hold |
2,218
| – | – | 0.09% | 119 |
|
|
2022
Q3 | $637K | Buy |
2,218
+1,000
| +82% | +$318K | 0.1% | 114 |
|
|
2022
Q2 | $375K | Hold |
1,218
| – | – | 0.06% | 155 |
|
|
2022
Q1 | $422K | Buy |
1,218
+95
| +8% | +$33K | 0.07% | 151 |
|
|
2021
Q4 | $408K | Hold |
1,123
| – | – | 0.07% | 136 |
|
|
2021
Q3 | $380K | Hold |
1,123
| – | – | 0.09% | 108 |
|
|
2021
Q2 | $387K | Hold |
1,123
| – | – | 0.09% | 89 |
|
|
2021
Q1 | $371K | Hold |
1,123
| – | – | 0.1% | 85 |
|
|
2020
Q4 | $343K | Hold |
1,123
| – | – | 0.11% | 78 |
|
|
2020
Q3 | $312K | Hold |
1,123
| – | – | 0.11% | 73 |
|
|
2020
Q2 | $290K | Hold |
1,123
| – | – | 0.11% | 74 |
|
|
2020
Q1 | $246K | Hold |
1,123
| – | – | 0.11% | 79 |
|
|
2019
Q4 | $320K | Hold |
1,123
| – | – | 0.12% | 75 |
|
|
2019
Q3 | $302K | Hold |
1,123
| – | – | 0.13% | 70 |
|
|
2019
Q2 | $299K | Sell |
1,123
-18
| -2% | -$4.7K | 0.13% | 70 |
|
|
2019
Q1 | $296K | Hold |
1,141
| – | – | 0.13% | 69 |
|
|
2018
Q4 | $266K | Buy |
1,141
+18
| +2% | +$4.49K | 0.13% | 70 |
|
|
2018
Q3 | $300K | Hold |
1,123
| – | – | 0.14% | 59 |
|
|
2018
Q2 | $273K | Sell |
1,123
-31
| -3% | -$7.61K | 0.14% | 62 |
|
|
2018
Q1 | $273K | Hold |
1,154
| – | – | 0.14% | 64 |
|
|
2017
Q4 | $291K | Hold |
1,154
| – | – | 0.14% | 64 |
|
|
2017
Q3 | $263K | Hold |
1,154
| – | – | 0.13% | 66 |
|
|
2017
Q2 | $247K | Hold |
1,154
| – | – | 0.13% | 68 |
|
|
2017
Q1 | $291K | Sell |
1,154
-94
| -8% | -$19.2K | 0.14% | 61 |
|
|
2016
Q4 | $247K | Hold |
1,248
| – | – | 0.13% | 66 |
|
|
2016
Q3 | $228K | Buy |
1,248
+94
| +8% | +$17.3K | 0.13% | 70 |
|
|
2016
Q2 | $207K | Hold |
1,154
| – | – | 0.11% | 73 |
|
|
2016
Q1 | $204K | Hold |
1,154
| – | – | 0.12% | 69 |
|
|
2015
Q4 | $201K | Buy |
+1,154
| New | +$202K | 0.12% | 68 |
|
|
2015
Q3 | – | Sell |
-1,154
| Closed | -$203K | – | 69 |
|
|
2015
Q2 | $203K | Buy |
+1,154
| New | +$208K | 0.13% | 64 |
|
|
2015
Q1 | – | Sell |
-1,123
| Closed | -$200K | – | 68 |
|
|
2014
Q4 | $200K | Buy |
+1,123
| New | +$195K | 0.13% | 64 |
|
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