Kavar Capital Partners Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Hold |
575
| – | – | 0.04% | 172 |
|
|
2025
Q1 | $241K | Hold |
575
| – | – | 0.04% | 164 |
|
|
2024
Q4 | $245K | Hold |
575
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $243K | Hold |
575
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $225K | Hold |
575
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $229K | Sell |
575
-575
| -50% | -$229K | 0.04% | 150 |
|
|
2023
Q4 | $433K | Buy |
+1,150
| New | +$433K | 0.05% | 138 |
|
|
2022
Q2 | – | Sell |
-590
| Closed | -$205K | – | 169 |
|
|
2022
Q1 | $205K | Buy |
+590
| New | +$205K | 0.04% | 150 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$133K | – | 210 |
|
|
2019
Q2 | $133K | Buy |
+500
| New | +$133K | 0.05% | 150 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$121K | – | 168 |
|
|
2018
Q2 | $121K | Hold |
500
| – | – | 0.06% | 133 |
|
|
2018
Q1 | $121K | Buy |
+500
| New | +$121K | 0.06% | 132 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$86K | – | 160 |
|
|
2015
Q4 | $86K | Hold |
500
| – | – | 0.06% | 138 |
|
|
2015
Q3 | $81K | Hold |
500
| – | – | 0.06% | 141 |
|
|
2015
Q2 | $87K | Buy |
+500
| New | +$87K | 0.06% | 151 |
|
|
2014
Q2 | – | Sell |
-650
| Closed | -$106K | – | 199 |
|
|
2014
Q1 | $106K | Sell |
650
-200
| -24% | -$32.6K | 0.09% | 154 |
|
|
2013
Q4 | $140K | Buy |
+850
| New | +$140K | 0.13% | 131 |
|