KWS
Keystone Wealth Services’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 | $452K | Hold |
1,025
| – | – | 0.11% | 183 |
|
|
2025
Q1 | $430K | Sell |
1,025
-148
| -13% | -$62.1K | 0.12% | 166 |
|
|
2024
Q4 | $499K | Hold |
1,173
| – | – | 0.13% | 151 |
|
|
2024
Q3 | $496K | Buy |
1,173
+156
| +15% | +$66K | 0.14% | 146 |
|
|
2024
Q2 | $398K | Sell |
1,017
-200
| -16% | -$78.2K | 0.12% | 150 |
|
|
2024
Q1 | $484K | Hold |
1,217
| – | – | 0.16% | 130 |
|
|
2023
Q4 | $459K | Sell |
1,217
-450
| -27% | -$170K | 0.16% | 130 |
|
|
2023
Q3 | $558K | Sell |
1,667
-400
| -19% | -$134K | 0.21% | 104 |
|
|
2023
Q2 | $711K | Sell |
2,067
-200
| -9% | -$68.8K | 0.27% | 84 |
|
|
2023
Q1 | $754K | Sell |
2,267
-18
| -0.8% | -$5.99K | 0.31% | 79 |
|
|
2022
Q4 | $757K | Hold |
2,285
| – | – | 0.33% | 67 |
|
|
2022
Q3 | $656K | Hold |
2,285
| – | – | 0.31% | 68 |
|
|
2022
Q2 | $703K | Sell |
2,285
-595
| -21% | -$183K | 0.31% | 67 |
|
|
2022
Q1 | $999K | Hold |
2,880
| – | – | 0.4% | 59 |
|
|
2021
Q4 | $1.05M | Buy |
+2,880
| New | +$1.05M | 0.42% | 62 |
|