J. Goldman & Co’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 | $25.5M | Buy |
57,833
+8,194
| +17% | +$3.61M | 0.61% | 36 |
|
2025
Q1 | $20.8M | Buy |
49,639
+24,851
| +100% | +$10.4M | 0.51% | 40 |
|
2024
Q4 | $10.5M | Sell |
24,788
-9,064
| -27% | -$3.86M | 0.27% | 89 |
|
2024
Q3 | $14.3M | Buy |
+33,852
| New | +$14.3M | 0.4% | 55 |
|
2023
Q4 | – | Sell |
-11,366
| Closed | -$3.81M | – | 240 |
|
2023
Q3 | $3.81M | Buy |
11,366
+5,645
| +99% | +$1.89M | 0.13% | 103 |
|
2023
Q2 | $1.97M | Buy |
+5,721
| New | +$1.97M | 0.07% | 136 |
|
2023
Q1 | – | Sell |
-12,536
| Closed | -$4.15M | – | 272 |
|
2022
Q4 | $4.15M | Buy |
12,536
+1,344
| +12% | +$445K | 0.2% | 88 |
|
2022
Q3 | $3.22M | Buy |
11,192
+5,121
| +84% | +$1.47M | 0.15% | 107 |
|
2022
Q2 | $1.87M | Buy |
6,071
+2,773
| +84% | +$854K | 0.09% | 140 |
|
2022
Q1 | $1.14M | Sell |
3,298
-1,126
| -25% | -$391K | 0.05% | 173 |
|
2021
Q4 | $1.61M | Buy |
4,424
+616
| +16% | +$224K | 0.09% | 168 |
|
2021
Q3 | $1.29M | Buy |
+3,808
| New | +$1.29M | 0.06% | 169 |
|
2021
Q1 | – | Sell |
-5,085
| Closed | -$1.56M | – | 344 |
|
2020
Q4 | $1.56M | Buy |
5,085
+2,234
| +78% | +$683K | 0.08% | 169 |
|
2020
Q3 | $791K | Buy |
2,851
+1,385
| +94% | +$384K | 0.05% | 164 |
|
2020
Q2 | $378K | Sell |
1,466
-669
| -31% | -$172K | 0.02% | 170 |
|
2020
Q1 | $468K | Sell |
2,135
-1,444
| -40% | -$317K | 0.06% | 132 |
|
2019
Q4 | $1.02M | Sell |
3,579
-3,468
| -49% | -$988K | 0.07% | 117 |
|
2019
Q3 | $1.9M | Buy |
7,047
+1,814
| +35% | +$488K | 0.14% | 92 |
|
2019
Q2 | $1.39M | Buy |
5,233
+2,170
| +71% | +$577K | 0.1% | 108 |
|
2019
Q1 | $794K | Buy |
3,063
+1,814
| +145% | +$470K | 0.04% | 128 |
|
2018
Q4 | $291K | Sell |
1,249
-5,407
| -81% | -$1.26M | 0.02% | 151 |
|
2018
Q3 | $1.76M | Buy |
+6,656
| New | +$1.76M | 0.12% | 89 |
|
2018
Q2 | – | Sell |
-40,000
| Closed | -$9.66M | – | 248 |
|
2018
Q1 | $9.66M | Buy |
+40,000
| New | +$9.66M | 0.41% | 33 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 214 |
|
2017
Q1 | – | Hold |
0
| – | – | – | 231 |
|
2016
Q4 | – | Hold |
0
| – | – | – | 219 |
|
2014
Q2 | – | Hold |
0
| – | – | – | 166 |
|
2014
Q1 | – | Hold |
0
| – | – | – | 152 |
|