Apriem Advisors’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	$1.83M	Hold	4,150	–	–	0.19%	66
2025 Q1	$1.74M	Hold	4,150	–	–	0.2%	64
2024 Q4	$1.77M	Hold	4,150	–	–	0.2%	63
2024 Q3	$1.76M	Hold	4,150	–	–	0.21%	59
2024 Q2	$1.62M	Hold	4,150	–	–	0.2%	60
2024 Q1	$1.65M	Hold	4,150	–	–	0.21%	57
2023 Q4	$1.56M	Hold	4,150	–	–	0.21%	58
2023 Q3	$1.39M	Hold	4,150	–	–	0.2%	59
2023 Q2	$1.43M	Hold	4,150	–	–	0.21%	59
2023 Q1	$1.38M	Hold	4,150	–	–	0.22%	59
2022 Q4	$1.38M	Hold	4,150	–	–	0.24%	54
2022 Q3	$1.19M	Sell	4,150 -100	-2%	-$28.7K	0.21%	53
2022 Q2	$1.31M	Sell	4,250 -200	-4%	-$61.6K	0.23%	48
2022 Q1	$1.54M	Buy	4,450 +300	+7%	+$104K	0.23%	52
2021 Q4	$1.51M	Hold	4,150	–	–	0.21%	51
2021 Q3	$1.4M	Hold	4,150	–	–	0.2%	50
2021 Q2	$1.43M	Hold	4,150	–	–	0.21%	53
2021 Q1	$1.37M	Buy	+4,150	New	+$1.37M	0.21%	50
2020 Q4	–	Sell	-4,150	Closed	-$1.15M	–	132
2020 Q3	$1.15M	Hold	4,150	–	–	0.21%	48
2020 Q2	$1.07M	Hold	4,150	–	–	0.22%	51
2020 Q1	$910K	Hold	4,150	–	–	0.22%	53
2019 Q4	$1.18M	Hold	4,150	–	–	0.23%	44
2019 Q3	$1.12M	Hold	4,150	–	–	0.25%	50
2019 Q2	$1.1M	Sell	4,150 -355	-8%	-$94.4K	0.35%	49
2019 Q1	$1.17M	Buy	4,505 +355	+9%	+$92K	0.31%	44
2018 Q4	$968K	Hold	4,150	–	–	0.34%	51
2018 Q3	$1.1M	Hold	4,150	–	–	0.24%	55
2018 Q2	$1.01M	Buy	+4,150	New	+$1.01M	0.23%	55
2014 Q3	–	Sell	-1,288	Closed	-$216K	–	537
2014 Q2	$216K	Hold	1,288	–	–	0.08%	112
2014 Q1	$212K	Hold	1,288	–	–	0.08%	113
2013 Q4	$213K	Hold	1,288	–	–	0.08%	106
2013 Q3	$194K	Hold	1,288	–	–	0.08%	108
2013 Q2	$191K	Buy	+1,288	New	+$191K	0.09%	103