Burney Company’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 | $208K | Sell |
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|
2025
Q2 | $215K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $485K | Sell |
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|
2024
Q1 | $563K | Sell |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $474K | Hold |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $490K | Hold |
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|
2022
Q4 | $488K | Hold |
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|
2022
Q3 | $423K | Hold |
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|
2022
Q2 | $453K | Hold |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $575K | Sell |
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|
2021
Q1 | $562K | Buy |
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|
2020
Q4 | $406K | Hold |
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|
2020
Q3 | $368K | Hold |
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|
2020
Q2 | $342K | Sell |
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|
2020
Q1 | $340K | Buy |
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|
2019
Q4 | $436K | Hold |
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|
2019
Q3 | $411K | Sell |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $364K | Buy |
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|
2018
Q3 | $399K | Sell |
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|
2018
Q2 | $447K | Buy |
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|
2018
Q1 | $429K | Sell |
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|
2017
Q4 | $544K | Buy |
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|
2017
Q3 | $308K | Buy |
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|
2017
Q2 | $283K | Hold |
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|
2017
Q1 | $275K | Hold |
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|
2016
Q4 | $263K | Buy |
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