KFG Wealth Management’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 | $387K | Hold |
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|
2025
Q2 | $368K | Hold |
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|
2025
Q1 | $350K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $353K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $287K | Hold |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $276K | Buy |
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