JNBA Financial 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 | $62.6K | Buy |
+142
| New | +$62.6K | 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 | +$3K | ﹤0.01% | 553 |
|
|
2018
Q4 | – | Sell |
-158
| Closed | -$42K | – | 580 |
|
|
2018
Q3 | $42K | Buy |
+158
| New | +$42K | 0.02% | 237 |
|
|
2016
Q4 | – | Sell |
-1,005
| Closed | -$184K | – | 699 |
|
|
2016
Q3 | $184K | Buy |
+1,005
| New | +$184K | 0.03% | 235 |
|
|
2013
Q4 | – | Sell |
-1,462
| Closed | -$221K | – | 440 |
|
|
2013
Q3 | $221K | Buy |
+1,462
| New | +$221K | 0.14% | 80 |
|