JBA
Johnson Bixby & Associates’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.1M | Sell |
52,518
-43
| -0.1% | -$18.9K | 3.18% | 9 |
|
|
2025
Q1 | $22.1M | Buy |
52,561
+12,940
| +33% | +$5.43M | 3.3% | 10 |
|
|
2024
Q4 | $16.9M | Buy |
39,621
+1,448
| +4% | +$616K | 2.57% | 11 |
|
|
2024
Q3 | $16.2M | Sell |
38,173
-2,383
| -6% | -$1.01M | 2.46% | 12 |
|
|
2024
Q2 | $15.9M | Sell |
40,556
-572
| -1% | -$224K | 2.66% | 13 |
|
|
2024
Q1 | $16.4M | Sell |
41,128
-20,141
| -33% | -$8.01M | 2.84% | 13 |
|
|
2023
Q4 | $23.1M | Sell |
61,269
-3,132
| -5% | -$1.18M | 4.36% | 7 |
|
|
2023
Q3 | $21.6M | Sell |
64,401
-15,563
| -19% | -$5.21M | 4.5% | 7 |
|
|
2023
Q2 | $27.5M | Buy |
79,964
+809
| +1% | +$278K | 5.7% | 6 |
|
|
2023
Q1 | $26.3M | Sell |
79,155
-3,307
| -4% | -$1.1M | 5.81% | 4 |
|
|
2022
Q4 | $27.3M | Buy |
82,462
+2,004
| +2% | +$664K | 6.35% | 4 |
|
|
2022
Q3 | $23.1M | Buy |
80,458
+719
| +0.9% | +$207K | 5.8% | 4 |
|
|
2022
Q2 | $24.5M | Buy |
79,739
+2,941
| +4% | +$905K | 5.99% | 4 |
|
|
2022
Q1 | $26.6M | Buy |
76,798
+978
| +1% | +$339K | 6.86% | 4 |
|
|
2021
Q4 | $27.5M | Buy |
75,820
+3,700
| +5% | +$1.34M | 7.3% | 4 |
|
|
2021
Q3 | $24.4M | Buy |
72,120
+1,136
| +2% | +$384K | 7.06% | 4 |
|
|
2021
Q2 | $24.9M | Buy |
70,984
+1,649
| +2% | +$577K | 7.18% | 4 |
|
|
2021
Q1 | $22.9M | Sell |
69,335
-1,552
| -2% | -$512K | 7.24% | 4 |
|
|
2020
Q4 | $21.7M | Buy |
+70,887
| New | +$21.7M | 7.17% | 4 |
|