Kellett Wealth 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
Q3 | $444K | Buy |
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|
2025
Q2 | $420K | Buy |
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|
2025
Q1 | $399K | Buy |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $561K | Buy |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $537K | Buy |
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|
2022
Q3 | $530K | Buy |
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|
2022
Q2 | $496K | Sell |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $2.65M | Buy |
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