Jacksonville Wealth Management’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
$9.15M Buy
20,758
+2,237
+12% +$986K 7.35% 5
2025
Q1
$7.78M Buy
18,521
+421
+2% +$177K 7.65% 4
2024
Q4
$7.7M Buy
+18,100
New +$7.7M 7.19% 5