Kelleher Financial 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
Q2 | $4.14M | Hold |
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|
2025
Q1 | $3.94M | Hold |
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|
2024
Q4 | $4M | Hold |
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|
2024
Q3 | $3.97M | Hold |
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|
2024
Q2 | $3.67M | Hold |
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|
2024
Q1 | $3.74M | Hold |
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|
2023
Q4 | $3.54M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $858K | Hold |
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|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.34M | Hold |
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|
2022
Q1 | $2.64M | Hold |
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|
2021
Q4 | $2.76M | Sell |
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|
2021
Q3 | $2.84M | Buy |
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|
2021
Q2 | $2.61M | Buy |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $244K | Buy |
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