Arkadios Wealth Advisors’s State Street 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
2026 Q1	$6.69M	Sell	14,440 -5,693	-28%	-$2.76M	0.11%	218
2025 Q4	$9.68M	Buy	20,133 +8,354	+71%	+$3.95M	0.19%	118
2025 Q3	$5.46M	Sell	11,779 -339	-3%	-$153K	0.13%	181
2025 Q2	$5.34M	Buy	12,118 +2,741	+29%	+$1.14M	0.16%	143
2025 Q1	$3.94M	Buy	9,377 +1,246	+15%	+$539K	0.15%	156
2024 Q4	$3.46M	Sell	8,131 -301	-4%	-$130K	0.19%	111
2024 Q3	$3.57M	Buy	+8,432	New	+$3.43M	0.2%	109
2021 Q4	–	Sell	-300	Closed	-$101K	–	857
2021 Q3	$101K	Sell	300 -1,218	-80%	-$425K	0.01%	682
2021 Q2	$523K	Buy	1,518 +229	+18%	+$78.2K	0.06%	321
2021 Q1	$425K	Buy	1,289 +430	+50%	+$136K	0.07%	276
2020 Q4	$262K	Sell	859 -3,390	-80%	-$987K	0.06%	279
2020 Q3	$1.22M	Sell	4,249 -27	-0.6%	-$7.38K	0.61%	37
2020 Q2	$1.14M	Sell	4,276 -141	-3%	-$34.7K	0.63%	37
2020 Q1	$968K	Sell	4,417 -890	-17%	-$236K	0.62%	35
2019 Q4	$1.56M	Buy	+5,307	New	+$1.46M	0.94%	24