JNBA Financial 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 Q1	$41.2K	Buy	89 +9	+11%	+$4.36K	﹤0.01%	332
2025 Q4	$38.4K	Hold	80	–	–	﹤0.01%	343
2025 Q3	$37.1K	Sell	80 -62	-44%	-$27.9K	﹤0.01%	341
2025 Q2	$62.6K	Buy	+142	New	+$58.9K	0.01%	273
2023 Q2	–	Sell	-16	Closed	-$5.32K	–	715
2023 Q1	$5.32K	Buy	+16	New	+$5.32K	﹤0.01%	539
2021 Q1	–	Sell	-10	Closed	-$3K	–	652
2020 Q4	$3K	Hold	10	–	–	﹤0.01%	522
2020 Q3	$3K	Hold	10	–	–	﹤0.01%	490
2020 Q2	$3K	Hold	10	–	–	﹤0.01%	487
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	496
2019 Q4	$3K	Hold	10	–	–	﹤0.01%	522
2019 Q3	$3K	Hold	10	–	–	﹤0.01%	504
2019 Q2	$3K	Buy	+10	New	+$2.61K	﹤0.01%	553
2018 Q4	–	Sell	-158	Closed	-$42K	–	580
2018 Q3	$42K	Buy	+158	New	+$40.4K	0.02%	237
2016 Q4	–	Sell	-1,005	Closed	-$184K	–	698
2016 Q3	$184K	Buy	+1,005	New	+$185K	0.03%	235
2013 Q4	–	Sell	-1,462	Closed	-$221K	–	440
2013 Q3	$221K	Buy	+1,462	New	+$223K	0.14%	80