Dumont & Blake Investment 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 | $671K | Sell |
1,450
-47
| -3% | -$22.8K | 0.17% | 127 |
|
|
2025
Q4 | $719K | Sell |
1,497
-29
| -2% | -$13.7K | 0.17% | 123 |
|
|
2025
Q3 | $707K | Sell |
1,526
-13
| -0.8% | -$5.86K | 0.17% | 122 |
|
|
2025
Q2 | $678K | Hold |
1,539
| – | – | 0.18% | 125 |
|
|
2025
Q1 | $646K | Sell |
1,539
-4
| -0.3% | -$1.73K | 0.18% | 120 |
|
|
2024
Q4 | $657K | Sell |
1,543
-10
| -0.6% | -$4.33K | 0.18% | 125 |
|
|
2024
Q3 | $657K | Sell |
1,553
-1,576
| -50% | -$640K | 0.18% | 128 |
|
|
2024
Q2 | $1.22M | Buy |
3,129
+1,559
| +99% | +$605K | 0.17% | 128 |
|
|
2024
Q1 | $625K | Sell |
1,570
-49
| -3% | -$18.9K | 0.18% | 125 |
|
|
2023
Q4 | $610K | Sell |
1,619
-12
| -0.7% | -$4.19K | 0.19% | 122 |
|
|
2023
Q3 | $546K | Sell |
1,631
-31
| -2% | -$10.8K | 0.18% | 123 |
|
|
2023
Q2 | $572K | Buy |
1,662
+10
| +0.6% | +$3.37K | 0.19% | 119 |
|
|
2023
Q1 | $550K | Sell |
1,652
-31
| -2% | -$10.3K | 0.19% | 122 |
|
|
2022
Q4 | $558K | Sell |
1,683
-26
| -2% | -$8.45K | 0.2% | 118 |
|
|
2022
Q3 | $491K | Sell |
1,709
-19
| -1% | -$6.04K | 0.18% | 125 |
|
|
2022
Q2 | $532K | Buy |
1,728
+70
| +4% | +$22.9K | 0.17% | 130 |
|
|
2022
Q1 | $575K | Buy |
1,658
+55
| +3% | +$19.1K | 0.16% | 136 |
|
|
2021
Q4 | $582K | Buy |
1,603
+69
| +4% | +$24.5K | 0.15% | 131 |
|
|
2021
Q3 | $519K | Hold |
1,534
| – | – | 0.15% | 136 |
|
|
2021
Q2 | $529K | Sell |
1,534
-20
| -1% | -$6.83K | 0.15% | 134 |
|
|
2021
Q1 | $513K | Sell |
1,554
-6
| -0.4% | -$1.89K | 0.16% | 130 |
|
|
2020
Q4 | $477K | Hold |
1,560
| – | – | 0.16% | 123 |
|
|
2020
Q3 | $433K | Buy |
1,560
+260
| +20% | +$71K | 0.17% | 121 |
|
|
2020
Q2 | $335K | Buy |
1,300
+175
| +16% | +$43K | 0.14% | 135 |
|
|
2020
Q1 | $247K | Buy |
+1,125
| New | +$299K | 0.13% | 143 |
|
|
2019
Q3 | – | Sell |
-1,715
| Closed | -$456K | – | 182 |
|
|
2019
Q2 | $456K | Sell |
1,715
-730
| -30% | -$191K | 0.19% | 125 |
|
|
2019
Q1 | $634K | Buy |
2,445
+230
| +10% | +$57.8K | 0.27% | 107 |
|
|
2018
Q4 | $517K | Buy |
+2,215
| New | +$553K | 0.25% | 111 |
|
Other funds holding DIA
