LBMC Investment 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
Q3 | $601K | Hold |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $543K | Hold |
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|
2024
Q4 | $550K | Hold |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $366K | Hold |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $321K | Hold |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $314 | Buy |
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|
2021
Q2 | $320K | Buy |
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