Kestra Private Wealth Services’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 | $13.8M | Buy |
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|
2025
Q2 | $12.9M | Buy |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $8.02M | Buy |
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|
2024
Q1 | $7.54M | Sell |
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|
2023
Q4 | $7.69M | Sell |
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|
2023
Q3 | $6.91M | Buy |
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|
2023
Q2 | $6.63M | Buy |
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|
2023
Q1 | $6.1M | Buy |
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|
2022
Q4 | $4.65M | Buy |
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|
2022
Q3 | $3.83M | Buy |
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|
2022
Q2 | $4M | Sell |
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|
2022
Q1 | $4.54M | Buy |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | $3.54M | Buy |
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|
2021
Q2 | $3.31M | Buy |
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|
2021
Q1 | $741K | Sell |
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|
2020
Q4 | $740K | Buy |
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|
2020
Q3 | $525K | Buy |
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