Keebeck Wealth Management’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 | $323K | Hold |
730
| – | – | 0.04% | 274 |
|
|
2025
Q1 | $307K | Hold |
730
| – | – | 0.05% | 210 |
|
|
2024
Q4 | $312K | Sell |
730
-141
| -16% | -$60.2K | 0.04% | 209 |
|
|
2024
Q3 | $370K | Hold |
871
| – | – | 0.05% | 196 |
|
|
2024
Q2 | $341K | Buy |
871
+11
| +1% | +$4.31K | 0.05% | 203 |
|
|
2024
Q1 | $343K | Buy |
860
+33
| +4% | +$13.2K | 0.05% | 224 |
|
|
2023
Q4 | $312K | Buy |
827
+15
| +2% | +$5.67K | 0.05% | 214 |
|
|
2023
Q3 | $273K | Buy |
+812
| New | +$273K | 0.05% | 217 |
|