Atlas Capital 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	$57.9K	Hold	125	–	–	0.01%	620
2025 Q4	$60.1K	Buy	+125	New	+$59.1K	0.01%	602
2025 Q2	$55.1K	Hold	125	–	–	0.01%	612
2025 Q1	$52.5K	Hold	125	–	–	0.01%	627
2024 Q4	$53.2K	Hold	125	–	–	0.01%	599
2024 Q3	$52.9K	Hold	125	–	–	0.01%	573
2024 Q2	$48.9K	Hold	125	–	–	0.01%	595
2024 Q1	$49.7K	Hold	125	–	–	0.01%	570
2023 Q4	$47.1K	Hold	125	–	–	0.01%	599
2023 Q3	$41.9K	Hold	125	–	–	0.01%	560
2023 Q2	$43K	Hold	125	–	–	0.01%	588
2023 Q1	$41.6K	Hold	125	–	–	0.01%	587
2022 Q4	$41.4K	Hold	125	–	–	0.01%	569
2022 Q3	$35.9K	Hold	125	–	–	0.01%	578
2022 Q2	$38.5K	Hold	125	–	–	0.01%	600
2022 Q1	$43.4K	Hold	125	–	–	0.01%	558
2021 Q4	$45.4K	Sell	125 -200	-62%	-$71.1K	0.01%	541
2021 Q3	$110K	Buy	+325	New	+$114K	0.02%	420