Kelman-Lazarov Inc’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Buy |
2,992
+215
| +8% | +$104K | 0.2% | 51 |
|
|
2025
Q4 | $1.33M | Buy |
2,777
+11
| +0.4% | +$5.2K | 0.19% | 53 |
|
|
2025
Q3 | $1.28M | Buy |
2,766
+324
| +13% | +$146K | 0.19% | 54 |
|
|
2025
Q2 | $1.08M | Buy |
2,442
+12
| +0.5% | +$4.98K | 0.17% | 55 |
|
|
2025
Q1 | $1.02M | Buy |
2,430
+5
| +0.2% | +$2.16K | 0.19% | 51 |
|
|
2024
Q4 | $1.03M | Hold |
2,425
| – | – | 0.19% | 53 |
|
|
2024
Q3 | $1.03M | Hold |
2,425
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $948K | Sell |
2,425
-1
| -0% | -$388 | 0.18% | 52 |
|
|
2024
Q1 | $965K | Hold |
2,426
| – | – | 0.19% | 53 |
|
|
2023
Q4 | $914K | Hold |
2,426
| – | – | 0.2% | 52 |
|
|
2023
Q3 | $813K | Sell |
2,426
-57
| -2% | -$19.8K | 0.19% | 50 |
|
|
2023
Q2 | $854K | Sell |
2,483
-942
| -28% | -$317K | 0.21% | 49 |
|
|
2023
Q1 | $1.14M | Hold |
3,425
| – | – | 0.3% | 41 |
|
|
2022
Q4 | $1.13M | Hold |
3,425
| – | – | 0.32% | 39 |
|
|
2022
Q3 | $984K | Hold |
3,425
| – | – | 0.33% | 32 |
|
|
2022
Q2 | $1.05M | Sell |
3,425
-1,020
| -23% | -$334K | 0.36% | 30 |
|
|
2022
Q1 | $1.54M | Hold |
4,445
| – | – | 0.51% | 25 |
|
|
2021
Q4 | $1.61M | Hold |
4,445
| – | – | 0.52% | 25 |
|
|
2021
Q3 | $1.5M | Hold |
4,445
| – | – | 0.53% | 25 |
|
|
2021
Q2 | $1.53M | Sell |
4,445
-205
| -4% | -$70K | 0.54% | 25 |
|
|
2021
Q1 | $1.53M | Hold |
4,650
| – | – | 0.55% | 25 |
|
|
2020
Q4 | $1.42M | Hold |
4,650
| – | – | 0.55% | 25 |
|
|
2020
Q3 | $1.29M | Hold |
4,650
| – | – | 0.59% | 23 |
|
|
2020
Q2 | $1.2M | Hold |
4,650
| – | – | 0.56% | 25 |
|
|
2020
Q1 | $1.02M | Hold |
4,650
| – | – | 0.55% | 27 |
|
|
2019
Q4 | $1.33M | Hold |
4,650
| – | – | 0.6% | 28 |
|
|
2019
Q3 | $1.25M | Hold |
4,650
| – | – | 0.62% | 30 |
|
|
2019
Q2 | $1.24M | Hold |
4,650
| – | – | 0.63% | 32 |
|
|
2019
Q1 | $1.21M | Hold |
4,650
| – | – | 0.64% | 31 |
|
|
2018
Q4 | $1.08M | Hold |
4,650
| – | – | 0.67% | 36 |
|
|
2018
Q3 | $1.23M | Hold |
4,650
| – | – | 0.72% | 38 |
|
|
2018
Q2 | $1.13M | Sell |
4,650
-473
| -9% | -$116K | 0.61% | 46 |
|
|
2018
Q1 | $1.23M | Buy |
5,123
+473
| +10% | +$119K | 0.66% | 43 |
|
|
2017
Q4 | $1.15M | Hold |
4,650
| – | – | 0.59% | 49 |
|
|
2017
Q3 | $1.04M | Hold |
4,650
| – | – | 0.55% | 54 |
|
|
2017
Q2 | $992K | Hold |
4,650
| – | – | 0.54% | 57 |
|
|
2017
Q1 | $959K | Sell |
4,650
-1,000
| -18% | -$204K | 0.62% | 52 |
|
|
2016
Q4 | $1.12M | Hold |
5,650
| – | – | 0.63% | 50 |
|
|
2016
Q3 | $1.03M | Hold |
5,650
| – | – | 0.58% | 50 |
|
|
2016
Q2 | $1.01M | Sell |
5,650
-1,000
| -15% | -$178K | 0.58% | 54 |
|
|
2016
Q1 | $1.18M | Buy |
+6,650
| New | +$1.11M | 0.69% | 49 |
|
Other funds holding DIA
