JDM Financial Group’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
$629K Hold
1,428
0.3% 32
2025
Q1
$600K Sell
1,428
-62
-4% -$26K 0.3% 32
2024
Q4
$634K Hold
1,490
0.33% 29
2024
Q3
$630K Sell
1,490
-14
-0.9% -$5.92K 0.34% 28
2024
Q2
$588K Sell
1,504
-268
-15% -$105K 0.4% 23
2024
Q1
$705K Sell
1,772
-676
-28% -$269K 0.51% 21
2023
Q4
$922K Buy
2,448
+4
+0.2% +$1.51K 0.77% 17
2023
Q3
$819K Buy
2,444
+3
+0.1% +$1.01K 0.75% 17
2023
Q2
$839K Buy
2,441
+5
+0.2% +$1.72K 0.73% 17
2023
Q1
$810K Sell
2,436
-156
-6% -$51.9K 0.75% 17
2022
Q4
$859K Buy
+2,592
New +$859K 0.82% 17