Beaumont Financial Advisors’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 | $1.41M | Buy |
3,044
+227
| +8% | +$110K | 0.1% | 134 |
|
|
2025
Q4 | $1.35M | Buy |
2,817
+179
| +7% | +$84.7K | 0.09% | 133 |
|
|
2025
Q3 | $1.22M | Hold |
2,638
| – | – | 0.08% | 146 |
|
|
2025
Q2 | $1.16M | Sell |
2,638
-79
| -3% | -$32.8K | 0.08% | 136 |
|
|
2025
Q1 | $1.14M | Buy |
2,717
+170
| +7% | +$73.5K | 0.09% | 132 |
|
|
2024
Q4 | $1.08M | Buy |
2,547
+3
| +0.1% | +$1.3K | 0.08% | 141 |
|
|
2024
Q3 | $1.08M | Buy |
2,544
+56
| +2% | +$22.8K | 0.08% | 136 |
|
|
2024
Q2 | $973K | Buy |
2,488
+30
| +1% | +$11.6K | 0.08% | 148 |
|
|
2024
Q1 | $978K | Buy |
2,458
+476
| +24% | +$183K | 0.08% | 148 |
|
|
2023
Q4 | $747K | Buy |
1,982
+235
| +13% | +$82.1K | 0.07% | 161 |
|
|
2023
Q3 | $585K | Buy |
1,747
+139
| +9% | +$48.2K | 0.06% | 165 |
|
|
2023
Q2 | $553K | Buy |
1,608
+100
| +7% | +$33.7K | 0.05% | 179 |
|
|
2023
Q1 | $502K | Sell |
1,508
-970
| -39% | -$322K | 0.05% | 173 |
|
|
2022
Q4 | $821K | Buy |
2,478
+221
| +10% | +$71.8K | 0.08% | 140 |
|
|
2022
Q3 | $648K | Hold |
2,257
| – | – | 0.06% | 150 |
|
|
2022
Q2 | $695K | Buy |
2,257
+16
| +0.7% | +$5.23K | 0.06% | 152 |
|
|
2022
Q1 | $777K | Sell |
2,241
-25
| -1% | -$8.67K | 0.06% | 169 |
|
|
2021
Q4 | $823K | Buy |
2,266
+80
| +4% | +$28.4K | 0.06% | 161 |
|
|
2021
Q3 | $740K | Buy |
2,186
+200
| +10% | +$69.9K | 0.06% | 166 |
|
|
2021
Q2 | $685K | Hold |
1,986
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $656K | Buy |
1,986
+25
| +1% | +$7.89K | 0.06% | 172 |
|
|
2020
Q4 | $600K | Sell |
1,961
-70
| -3% | -$20.4K | 0.05% | 180 |
|
|
2020
Q3 | $564K | Hold |
2,031
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $524K | Hold |
2,031
| – | – | 0.05% | 177 |
|
|
2020
Q1 | $445K | Sell |
2,031
-165
| -8% | -$43.8K | 0.06% | 152 |
|
|
2019
Q4 | $626K | Buy |
2,196
+30
| +1% | +$8.27K | 0.06% | 162 |
|
|
2019
Q3 | $583K | Hold |
2,166
| – | – | 0.06% | 156 |
|
|
2019
Q2 | $576K | Buy |
2,166
+145
| +7% | +$37.9K | 0.06% | 143 |
|
|
2019
Q1 | $524K | Buy |
2,021
+250
| +14% | +$62.9K | 0.06% | 148 |
|
|
2018
Q4 | $413K | Buy |
1,771
+486
| +38% | +$121K | 0.07% | 137 |
|
|
2018
Q3 | $340K | Hold |
1,285
| – | – | 0.03% | 173 |
|
|
2018
Q2 | $312K | Hold |
1,285
| – | – | 0.03% | 162 |
|
|
2018
Q1 | $310K | Hold |
1,285
| – | – | 0.03% | 168 |
|
|
2017
Q4 | $318K | Hold |
1,285
| – | – | 0.04% | 145 |
|
|
2017
Q3 | $288K | Hold |
1,285
| – | – | 0.04% | 147 |
|
|
2017
Q2 | $274K | Hold |
1,285
| – | – | 0.04% | 153 |
|
|
2017
Q1 | $265K | Buy |
1,285
+80
| +7% | +$16.3K | 0.04% | 157 |
|
|
2016
Q4 | $238K | Sell |
1,205
-80
| -6% | -$15.1K | 0.04% | 138 |
|
|
2016
Q3 | $235K | Hold |
1,285
| – | – | 0.04% | 130 |
|
|
2016
Q2 | $230K | Buy |
+1,285
| New | +$228K | 0.04% | 128 |
|
|
2016
Q1 | – | Sell |
-1,285
| Closed | -$224K | – | 135 |
|
|
2015
Q4 | $224K | Buy |
+1,285
| New | +$224K | 0.04% | 111 |
|
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