Glass Jacobson Investment Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
321
-360
| -53% | -$159K | 0.05% | 201 |
|
|
2025
Q1 | $290K | Hold |
681
| – | – | 0.1% | 196 |
|
|
2024
Q4 | $290K | Buy |
681
+46
| +7% | +$19.6K | 0.1% | 196 |
|
|
2024
Q3 | $269K | Buy |
635
+170
| +37% | +$71.9K | 0.09% | 199 |
|
|
2024
Q2 | $182K | Hold |
465
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $185K | Hold |
465
| – | – | 0.07% | 216 |
|
|
2023
Q4 | $175K | Sell |
465
-135
| -23% | -$50.9K | 0.07% | 220 |
|
|
2023
Q3 | $201K | Buy |
600
+285
| +90% | +$95.5K | 0.09% | 198 |
|
|
2023
Q2 | $108K | Buy |
+315
| New | +$108K | 0.05% | 253 |
|
|
2022
Q4 | $337K | Buy |
+1,017
| New | +$337K | 0.17% | 157 |
|