KWA
Kingswood Wealth Advisors’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 | $7.51M | Buy |
17,046
+674
| +4% | +$297K | 0.59% | 25 |
|
|
2025
Q1 | $6.87M | Sell |
16,372
-2,452
| -13% | -$1.03M | 0.63% | 22 |
|
|
2024
Q4 | $8.01M | Buy |
18,824
+16,472
| +700% | +$7.01M | 0.6% | 23 |
|
|
2024
Q3 | $995K | Sell |
2,352
-14,400
| -86% | -$6.09M | 0.07% | 293 |
|
|
2024
Q2 | $6.55M | Buy |
16,752
+8,614
| +106% | +$3.37M | 0.59% | 24 |
|
|
2024
Q1 | $3.24M | Sell |
8,138
-8,598
| -51% | -$3.42M | 0.37% | 55 |
|
|
2023
Q4 | $6.31M | Buy |
16,736
+14,016
| +515% | +$5.28M | 0.71% | 18 |
|
|
2023
Q3 | $911K | Buy |
2,720
+100
| +4% | +$33.5K | 0.16% | 154 |
|
|
2023
Q2 | $901K | Buy |
+2,620
| New | +$901K | 0.29% | 91 |
|