Carlton Hofferkamp & Jenks Wealth Management’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
Q2 | $290K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $273K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $499K | Hold |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $309K | Hold |
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|
2022
Q4 | $312K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $208K | Hold |
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|
2021
Q4 | $206K | Hold |
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|
2021
Q3 | $219K | Hold |
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|
2021
Q2 | $208K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $206K | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.18M | Buy |
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|
2016
Q2 | $957K | Hold |
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|
2016
Q1 | $945K | Buy |
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|
2015
Q4 | $865K | Buy |
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|
2015
Q3 | $723K | Buy |
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|
2015
Q2 | $616K | Buy |
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|
2015
Q1 | $510K | Buy |
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|
2014
Q4 | $382K | Sell |
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|
2014
Q3 | $395K | Buy |
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|
2014
Q2 | $310K | Buy |
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|
2014
Q1 | $205K | Buy |
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