J.W. Burns & Co’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 | $692K | Sell |
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|
2025
Q2 | $661K | Sell |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $697K | Sell |
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|
2024
Q3 | $715K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $669K | Buy |
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|
2023
Q4 | $632K | Hold |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $365K | Sell |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $442K | Hold |
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|
2021
Q4 | $463K | Hold |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $369K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $422K | Buy |
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|
2019
Q2 | $413K | Hold |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $338K | Hold |
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|
2018
Q3 | $383K | Hold |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $410K | Sell |
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|
2017
Q4 | $426K | Sell |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $618K | Sell |
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|
2017
Q1 | $606K | Buy |
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|
2016
Q4 | $571K | Hold |
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|
2016
Q3 | $528K | Hold |
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|
2016
Q2 | $517K | Buy |
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|
2016
Q1 | $504K | Sell |
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|
2015
Q4 | $533K | Buy |
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|
2015
Q3 | $482K | Sell |
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|
2015
Q2 | $529K | Sell |
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|
2015
Q1 | $687K | Buy |
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|
2014
Q4 | $657K | Hold |
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|
2014
Q3 | $628K | Hold |
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|
2014
Q2 | $620K | Buy |
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|
2014
Q1 | $605K | Buy |
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|
2013
Q4 | $605K | Sell |
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|
2013
Q3 | $555K | Buy |
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|
2013
Q2 | $408K | Buy |
|