KFG Wealth Management’s State Street 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
2026 Q1	$386K	Hold	834	–	–	0.05%	154
2025 Q4	$401K	Hold	834	–	–	0.05%	154
2025 Q3	$387K	Hold	834	–	–	0.06%	149
2025 Q2	$368K	Hold	834	–	–	0.06%	144
2025 Q1	$350K	Hold	834	–	–	0.06%	144
2024 Q4	$355K	Hold	834	–	–	0.07%	129
2024 Q3	$353K	Hold	834	–	–	0.08%	129
2024 Q2	$326K	Hold	834	–	–	0.13%	118
2024 Q1	$332K	Buy	+834	New	+$321K	0.14%	111
2023 Q4	–	Sell	-834	Closed	-$279K	–	136
2023 Q3	$279K	Hold	834	–	–	0.15%	104
2023 Q2	$287K	Hold	834	–	–	0.17%	93
2023 Q1	$284K	Hold	834	–	–	0.2%	65
2022 Q4	$276K	Buy	+834	New	+$271K	0.28%	58