JFS Wealth Advisors’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 | $1.09M | Buy |
2,476
+116
| +5% | +$51.1K | 0.07% | 145 |
|
|
2025
Q1 | $991K | Buy |
2,360
+139
| +6% | +$58.4K | 0.07% | 148 |
|
|
2024
Q4 | $945K | Buy |
2,221
+150
| +7% | +$63.8K | 0.06% | 143 |
|
|
2024
Q3 | $876K | Hold |
2,071
| – | – | 0.06% | 156 |
|
|
2024
Q2 | $810K | Sell |
2,071
-40
| -2% | -$15.6K | 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% | -$408K | 0.07% | 132 |
|
|
2022
Q4 | $1.11M | Buy |
3,337
+408
| +14% | +$135K | 0.11% | 103 |
|
|
2022
Q3 | $841K | Sell |
2,929
-849
| -22% | -$244K | 0.09% | 115 |
|
|
2022
Q2 | $1.16M | Buy |
3,778
+806
| +27% | +$248K | 0.12% | 96 |
|
|
2022
Q1 | $1.03M | Buy |
2,972
+328
| +12% | +$114K | 0.1% | 114 |
|
|
2021
Q4 | $961K | Buy |
2,644
+578
| +28% | +$210K | 0.09% | 122 |
|
|
2021
Q3 | $699K | Buy |
+2,066
| New | +$699K | 0.07% | 130 |
|
|
2016
Q4 | – | Sell |
-82
| Closed | -$15K | – | 453 |
|
|
2016
Q3 | $15K | Buy |
+82
| New | +$15K | ﹤0.01% | 352 |
|