Kovitz Investment Group Partners’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
Q2 | $5.17M | Buy |
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|
2025
Q1 | $4.86M | Sell |
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|
2024
Q4 | $4.98M | Buy |
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|
2024
Q3 | $4.09M | Buy |
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|
2024
Q2 | $3.8M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $620K | Hold |
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|
2022
Q4 | $618K | Hold |
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|
2022
Q3 | $536K | Hold |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $646K | Sell |
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|
2021
Q4 | $613K | Hold |
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|
2021
Q3 | $678K | Hold |
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|
2021
Q2 | $691K | Hold |
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|
2021
Q1 | $662K | Hold |
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|
2020
Q4 | $613K | Sell |
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|
2020
Q3 | $749K | Hold |
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|
2020
Q2 | $696K | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $808K | Buy |
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|
2019
Q3 | $725K | Buy |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $253K | Buy |
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