Key Client Fiduciary 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 | $847K | Hold |
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|
2025
Q2 | $805K | Hold |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $781K | Buy |
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|
2024
Q2 | $721K | Hold |
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|
2024
Q1 | $733K | Sell |
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|
2023
Q4 | $807K | Buy |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $734K | Buy |
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|
2023
Q1 | $692K | Sell |
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|
2022
Q4 | $722K | Buy |
|