KCFA
Key Client Fiduciary Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Hold |
1,826
| – | – | 0.33% | 70 |
|
|
2025
Q1 | $767K | Hold |
1,826
| – | – | 0.35% | 63 |
|
|
2024
Q4 | $777K | Sell |
1,826
-20
| -1% | -$8.51K | 0.34% | 67 |
|
|
2024
Q3 | $781K | Buy |
1,846
+3
| +0.2% | +$1.27K | 0.35% | 64 |
|
|
2024
Q2 | $721K | Hold |
1,843
| – | – | 0.36% | 62 |
|
|
2024
Q1 | $733K | Sell |
1,843
-298
| -14% | -$119K | 0.39% | 59 |
|
|
2023
Q4 | $807K | Buy |
2,141
+1
| +0% | +$377 | 0.47% | 46 |
|
|
2023
Q3 | $717K | Buy |
2,140
+4
| +0.2% | +$1.34K | 0.44% | 52 |
|
|
2023
Q2 | $734K | Buy |
2,136
+56
| +3% | +$19.3K | 0.43% | 50 |
|
|
2023
Q1 | $692K | Sell |
2,080
-100
| -5% | -$33.3K | 0.43% | 51 |
|
|
2022
Q4 | $722K | Buy |
+2,180
| New | +$722K | 0.49% | 46 |
|