Jackson Grant Investment Advisers’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 | $176K | Buy |
400
+2
| +0.5% | +$880 | 0.06% | 110 |
|
|
2025
Q1 | $167K | Buy |
398
+2
| +0.5% | +$840 | 0.06% | 115 |
|
|
2024
Q4 | $169K | Buy |
396
+1
| +0.3% | +$426 | 0.06% | 110 |
|
|
2024
Q3 | $167K | Buy |
395
+1
| +0.3% | +$423 | 0.06% | 115 |
|
|
2024
Q2 | $154K | Buy |
394
+2
| +0.5% | +$781 | 0.06% | 118 |
|
|
2024
Q1 | $156K | Buy |
392
+2
| +0.5% | +$795 | 0.06% | 118 |
|
|
2023
Q4 | $147K | Buy |
390
+2
| +0.5% | +$754 | 0.07% | 118 |
|
|
2023
Q3 | $130K | Buy |
388
+2
| +0.5% | +$670 | 0.06% | 121 |
|
|
2023
Q2 | $133K | Buy |
386
+2
| +0.5% | +$688 | 0.06% | 123 |
|
|
2023
Q1 | $128K | Buy |
384
+2
| +0.5% | +$666 | 0.06% | 133 |
|
|
2022
Q4 | $127K | Buy |
382
+2
| +0.5% | +$663 | 0.06% | 125 |
|
|
2022
Q3 | $109K | Buy |
380
+1
| +0.3% | +$287 | 0.06% | 129 |
|
|
2022
Q2 | $117K | Buy |
379
+2
| +0.5% | +$617 | 0.06% | 130 |
|
|
2022
Q1 | $131K | Buy |
377
+2
| +0.5% | +$695 | 0.06% | 134 |
|
|
2021
Q4 | $136K | Buy |
375
+1
| +0.3% | +$363 | 0.07% | 110 |
|
|
2021
Q3 | $126K | Buy |
374
+2
| +0.5% | +$674 | 0.06% | 136 |
|
|
2021
Q2 | $128K | Buy |
372
+1
| +0.3% | +$344 | 0.06% | 136 |
|
|
2021
Q1 | $122K | Buy |
371
+2
| +0.5% | +$658 | 0.06% | 133 |
|
|
2020
Q4 | $113K | Buy |
369
+2
| +0.5% | +$612 | 0.06% | 126 |
|
|
2020
Q3 | $102K | Buy |
367
+2
| +0.5% | +$556 | 0.06% | 108 |
|
|
2020
Q2 | $94K | Buy |
365
+2
| +0.6% | +$515 | 0.06% | 111 |
|
|
2020
Q1 | $80K | Buy |
363
+2
| +0.6% | +$441 | 0.06% | 115 |
|
|
2019
Q4 | $103K | Buy |
361
+2
| +0.6% | +$571 | 0.06% | 121 |
|
|
2019
Q3 | $97K | Buy |
359
+2
| +0.6% | +$540 | 0.06% | 122 |
|
|
2019
Q2 | $95K | Buy |
357
+2
| +0.6% | +$532 | 0.06% | 121 |
|
|
2019
Q1 | $92K | Buy |
355
+2
| +0.6% | +$518 | 0.06% | 117 |
|
|
2018
Q4 | $82K | Buy |
353
+2
| +0.6% | +$465 | 0.06% | 122 |
|
|
2018
Q3 | $93K | Buy |
351
+2
| +0.6% | +$530 | 0.06% | 122 |
|
|
2018
Q2 | $85K | Buy |
349
+1
| +0.3% | +$244 | 0.06% | 127 |
|
|
2018
Q1 | $84K | Buy |
348
+2
| +0.6% | +$483 | 0.06% | 126 |
|
|
2017
Q4 | $86K | Buy |
346
+1
| +0.3% | +$249 | 0.06% | 125 |
|
|
2017
Q3 | $77K | Buy |
+345
| New | +$77K | 0.06% | 125 |
|
|
2016
Q2 | – | Sell |
-35
| Closed | -$6K | – | 166 |
|
|
2016
Q1 | $6K | Hold |
35
| – | – | 0.01% | 151 |
|
|
2015
Q4 | $6K | Buy |
+35
| New | +$6K | 0.01% | 176 |
|