KLI

Kelman-Lazarov Inc’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kelman-Lazarov Inc’s Portfolio DIA Stock Details DIA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	2,442 +12	+0.5%	+$5.29K	0.17%	55
2025 Q1	$1.02M	Buy	2,430 +5	+0.2%	+$2.1K	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%	-$391	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%	-$19.1K	0.19%	50
2023 Q2	$854K	Sell	2,483 -942	-28%	-$324K	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%	-$314K	0.36%	30
2022 Q1	$1.54M	Hold	4,445	–	–	0.51%	25
2021 Q4	$1.62M	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%	-$70.7K	0.54%	25
2021 Q1	$1.54M	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%	-$115K	0.61%	46
2018 Q1	$1.23M	Buy	5,123 +473	+10%	+$114K	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%	-$206K	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%	-$179K	0.58%	54
2016 Q1	$1.18M	Buy	+6,650	New	+$1.18M	0.69%	49