A detailed history of Beaumont Financial Partners, LLC transactions in Spdr Dow Jones Industrial Average ETF Trust stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 2,257 shares of DIA stock, worth $961,775. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,257
Previous 2,257 -0.0%
Holding current value
$961,775
Previous $695,000 6.76%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 04, 2022

BUY
$298.72 - $351.53 $4,779 - $5,624
16 Added 0.71%
2,257 $695,000
Q1 2022

May 09, 2022

SELL
$326.53 - $367.87 $8,163 - $9,196
-25 Reduced 1.1%
2,241 $777,000
Q4 2021

Feb 07, 2022

BUY
$340.01 - $364.84 $27,200 - $29,187
80 Added 3.66%
2,266 $823,000
Q3 2021

Nov 12, 2021

BUY
$338.29 - $356.57 $67,658 - $71,314
200 Added 10.07%
2,186 $740,000
Q1 2021

May 04, 2021

BUY
$299.81 - $331.66 $7,495 - $8,291
25 Added 1.27%
1,986 $656,000
Q4 2020

Feb 08, 2021

SELL
$265.06 - $305.79 $18,554 - $21,405
-70 Reduced 3.45%
1,961 $600,000
Q1 2020

May 08, 2020

SELL
$186.13 - $295.72 $30,711 - $48,793
-165 Reduced 7.51%
2,031 $445,000
Q4 2019

Feb 06, 2020

BUY
$260.72 - $286.33 $7,821 - $8,589
30 Added 1.39%
2,196 $626,000
Q2 2019

Aug 06, 2019

BUY
$248.22 - $268.08 $35,991 - $38,871
145 Added 7.17%
2,166 $576,000
Q1 2019

May 06, 2019

BUY
$226.72 - $260.89 $56,680 - $65,222
250 Added 14.12%
2,021 $524,000
Q4 2018

Feb 07, 2019

BUY
$218.1 - $267.95 $105,996 - $130,223
486 Added 37.82%
1,771 $413,000
Q2 2017

Aug 11, 2017

BUY
N/A
1,285
1,285 $274,000

Others Institutions Holding DIA

About SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST


  • Ticker DIA
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DIA
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.