KFS
Kaizen Financial Strategies’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 | $2.01M | Sell |
4,571
-468
| -9% | -$206K | 1.02% | 20 |
|
|
2025
Q1 | $2.12M | Buy |
5,039
+524
| +12% | +$220K | 1.22% | 19 |
|
|
2024
Q4 | $1.92M | Sell |
4,515
-69
| -2% | -$29.4K | 1.09% | 21 |
|
|
2024
Q3 | $1.94M | Sell |
4,584
-157
| -3% | -$66.4K | 1.13% | 20 |
|
|
2024
Q2 | $1.93M | Sell |
4,741
-6,453
| -58% | -$2.63M | 1.2% | 20 |
|
|
2024
Q1 | $4.45M | Buy |
11,194
+3,008
| +37% | +$1.2M | 3.02% | 7 |
|
|
2023
Q4 | $3.08M | Buy |
8,186
+326
| +4% | +$123K | 2.34% | 11 |
|
|
2023
Q3 | $2.63M | Buy |
7,860
+4,932
| +168% | +$1.65M | 2.22% | 13 |
|
|
2023
Q2 | $1.01M | Buy |
2,928
+138
| +5% | +$47.4K | 0.86% | 24 |
|
|
2023
Q1 | $928K | Sell |
2,790
-7,637
| -73% | -$2.54M | 0.92% | 24 |
|
|
2022
Q4 | $3.58M | Buy |
10,427
+2,120
| +26% | +$727K | 3.54% | 3 |
|
|
2022
Q3 | $2.39M | Buy |
8,307
+391
| +5% | +$112K | 2.42% | 7 |
|
|
2022
Q2 | $2.44M | Buy |
7,916
+242
| +3% | +$74.5K | 2.41% | 7 |
|
|
2022
Q1 | $2.66M | Buy |
7,674
+6,623
| +630% | +$2.3M | 2.09% | 9 |
|
|
2021
Q4 | $382K | Sell |
1,051
-54
| -5% | -$19.6K | 0.29% | 87 |
|
|
2021
Q3 | $374K | Buy |
+1,105
| New | +$374K | 0.3% | 85 |
|
|
2021
Q1 | $380K | Sell |
1,151
-1,397
| -55% | -$461K | 0.36% | 80 |
|
|
2020
Q4 | $779K | Buy |
+2,548
| New | +$779K | 0.87% | 31 |
|