JFS Wealth Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $991K | Buy |
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|
2024
Q4 | $945K | Buy |
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|
2024
Q3 | $876K | Hold |
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|
2024
Q2 | $810K | Sell |
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|
2024
Q1 | $840K | Hold |
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|
2023
Q4 | $796K | Hold |
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|
2023
Q3 | $707K | Hold |
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|
2023
Q2 | $726K | Hold |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $841K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $961K | Buy |
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|
2021
Q3 | $699K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $15K | Buy |
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