Key Financial Inc’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
533
| – | – | 0.05% | 255 |
|
|
2025
Q1 | $224K | Buy |
533
+70
| +15% | +$29.4K | 0.05% | 248 |
|
|
2024
Q4 | $197K | Buy |
463
+100
| +28% | +$42.6K | 0.04% | 257 |
|
|
2024
Q3 | $154K | Hold |
363
| – | – | 0.03% | 282 |
|
|
2024
Q2 | $142K | Buy |
363
+200
| +123% | +$78.2K | 0.03% | 274 |
|
|
2024
Q1 | $64.8K | Hold |
163
| – | – | 0.02% | 392 |
|
|
2023
Q4 | $61.4K | Hold |
163
| – | – | 0.02% | 388 |
|
|
2023
Q3 | $54.6K | Hold |
163
| – | – | 0.02% | 394 |
|
|
2023
Q2 | $56K | Hold |
163
| – | – | 0.02% | 390 |
|
|
2023
Q1 | $54.2K | Hold |
163
| – | – | 0.02% | 380 |
|
|
2022
Q4 | $46.8K | Hold |
163
| – | – | 0.02% | 367 |
|
|
2022
Q3 | $47K | Hold |
163
| – | – | 0.02% | 370 |
|
|
2022
Q2 | $51K | Hold |
163
| – | – | 0.03% | 356 |
|
|
2022
Q1 | $57K | Hold |
163
| – | – | 0.03% | 342 |
|
|
2021
Q4 | $59K | Hold |
163
| – | – | 0.03% | 322 |
|
|
2021
Q3 | $55K | Hold |
163
| – | – | 0.03% | 331 |
|
|
2021
Q2 | $57K | Hold |
163
| – | – | 0.03% | 334 |
|
|
2021
Q1 | $54K | Hold |
163
| – | – | 0.04% | 263 |
|
|
2020
Q4 | $50K | Buy |
+163
| New | +$50K | 0.04% | 243 |
|
|
2020
Q2 | – | Sell |
-163
| Closed | -$36K | – | 215 |
|
|
2020
Q1 | $36K | Buy |
+163
| New | +$36K | 0.04% | 252 |
|