LIA
LBMC Investment Advisors’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 | $570K | Buy |
1,295
+1
| +0.1% | +$441 | 0.04% | 117 |
|
|
2025
Q1 | $543K | Hold |
1,294
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $550K | Hold |
1,294
| – | – | 0.04% | 110 |
|
|
2024
Q3 | $547K | Buy |
1,294
+359
| +38% | +$152K | 0.04% | 108 |
|
|
2024
Q2 | $366K | Hold |
935
| – | – | 0.03% | 123 |
|
|
2024
Q1 | $372K | Hold |
935
| – | – | 0.03% | 124 |
|
|
2023
Q4 | $352K | Hold |
935
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $308K | Hold |
935
| – | – | 0.03% | 119 |
|
|
2023
Q2 | $321K | Hold |
935
| – | – | 0.03% | 119 |
|
|
2023
Q1 | $311K | Hold |
935
| – | – | 0.03% | 121 |
|
|
2022
Q4 | $310K | Hold |
935
| – | – | 0.03% | 116 |
|
|
2022
Q3 | $269K | Buy |
935
+1
| +0.1% | +$288 | 0.03% | 118 |
|
|
2022
Q2 | $287K | Buy |
934
+2
| +0.2% | +$615 | 0.03% | 112 |
|
|
2022
Q1 | $323K | Buy |
932
+2
| +0.2% | +$693 | 0.03% | 116 |
|
|
2021
Q4 | $338K | Sell |
930
-43,368
| -98% | -$15.8M | 0.03% | 124 |
|
|
2021
Q3 | $314 | Buy |
44,298
+43,371
| +4,679% | +$307 | 0.03% | 120 |
|
|
2021
Q2 | $320K | Buy |
+927
| New | +$320K | 0.03% | 121 |
|