KFG Wealth Management’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 | $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 | +$332K | 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 | +$276K | 0.28% | 58 |
|