Beaumont Financial Advisors’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 | $1.22M | Hold |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $973K | Buy |
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|
2024
Q1 | $978K | Buy |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $553K | Buy |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $648K | Hold |
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|
2022
Q2 | $695K | Buy |
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|
2022
Q1 | $777K | Sell |
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|
2021
Q4 | $823K | Buy |
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|
2021
Q3 | $740K | Buy |
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|
2021
Q2 | $685K | Hold |
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|
2021
Q1 | $656K | Buy |
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|
2020
Q4 | $600K | Sell |
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|
2020
Q3 | $564K | Hold |
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|
2020
Q2 | $524K | Hold |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $626K | Buy |
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|
2019
Q3 | $583K | Hold |
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|
2019
Q2 | $576K | Buy |
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|
2019
Q1 | $524K | Buy |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $312K | Hold |
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|
2018
Q1 | $310K | Hold |
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|
2017
Q4 | $318K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $274K | Hold |
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|
2017
Q1 | $265K | Buy |
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|
2016
Q4 | $238K | Sell |
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|
2016
Q3 | $235K | Hold |
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|
2016
Q2 | $230K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $224K | Buy |
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