Kingswood Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Kingswood Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.51M	Buy
2025 Q1	$6.87M	Sell
2024 Q4	$8.01M	Buy
2024 Q3	$995K	Sell
2024 Q2	$6.55M	Buy
2024 Q1	$3.24M	Sell
2023 Q4	$6.31M	Buy
2023 Q3	$911K	Buy
2023 Q2	$901K	Buy