Keystone 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 | $475K | Hold |
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|
2025
Q2 | $452K | Hold |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $499K | Hold |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $711K | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $757K | Hold |
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|
2022
Q3 | $656K | Hold |
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|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $999K | Hold |
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|
2021
Q4 | $1.05M | Buy |
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