JFS Wealth Advisors’s State Street 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
2026 Q2	$1.2M	Sell	2,295 -168	-7%	-$83.9K	0.06%	150
2026 Q1	$1.14M	Buy	2,463 +117	+5%	+$56.7K	0.06%	152
2025 Q4	$1.13M	Sell	2,346 -64	-3%	-$30.3K	0.06%	152
2025 Q3	$1.12M	Sell	2,410 -66	-3%	-$29.7K	0.07%	155
2025 Q2	$1.09M	Buy	2,476 +116	+5%	+$48.1K	0.07%	145
2025 Q1	$991K	Buy	2,360 +139	+6%	+$60.1K	0.07%	148
2024 Q4	$945K	Buy	2,221 +150	+7%	+$64.9K	0.06%	143
2024 Q3	$876K	Hold	2,071	–	–	0.06%	156
2024 Q2	$810K	Sell	2,071 -40	-2%	-$15.5K	0.06%	129
2024 Q1	$840K	Hold	2,111	–	–	0.07%	126
2023 Q4	$796K	Hold	2,111	–	–	0.07%	119
2023 Q3	$707K	Hold	2,111	–	–	0.07%	127
2023 Q2	$726K	Hold	2,111	–	–	0.07%	129
2023 Q1	$702K	Sell	2,111 -1,226	-37%	-$407K	0.07%	132
2022 Q4	$1.11M	Buy	3,337 +408	+14%	+$133K	0.11%	103
2022 Q3	$841K	Sell	2,929 -849	-22%	-$270K	0.09%	115
2022 Q2	$1.16M	Buy	3,778 +806	+27%	+$264K	0.12%	96
2022 Q1	$1.03M	Buy	2,972 +328	+12%	+$114K	0.1%	114
2021 Q4	$961K	Buy	2,644 +578	+28%	+$205K	0.09%	122
2021 Q3	$699K	Buy	+2,066	New	+$722K	0.07%	130
2016 Q4	–	Sell	-82	Closed	-$15K	–	453
2016 Q3	$15K	Buy	+82	New	+$15.1K	﹤0.01%	352

Other funds holding DIA