Atria Wealth Solutions’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
2025 Q2	$11.1M	Sell	25,074 -9,276	-27%	-$3.85M	0.25%	88
2025 Q1	$14.4M	Sell	34,350 -18,177	-35%	-$7.86M	0.17%	129
2024 Q4	$22.4M	Buy	52,527 +19,702	+60%	+$8.53M	0.25%	86
2024 Q3	$13.9M	Sell	32,825 -2,957	-8%	-$1.2M	0.15%	140
2024 Q2	$14M	Sell	35,782 -1,741	-5%	-$676K	0.16%	139
2024 Q1	$15M	Buy	37,523 +8,996	+32%	+$3.47M	0.17%	130
2023 Q4	$10.8M	Sell	28,527 -4,178	-13%	-$1.46M	0.14%	159
2023 Q3	$11M	Sell	32,705 -608	-2%	-$211K	0.15%	142
2023 Q2	$11.5M	Sell	33,313 -17,477	-34%	-$5.88M	0.16%	136
2023 Q1	$16.9M	Buy	50,790 +14,008	+38%	+$4.65M	0.25%	87
2022 Q4	$12.2M	Buy	36,782 +5,046	+16%	+$1.64M	0.2%	116
2022 Q3	$9.13M	Sell	31,736 -269	-0.8%	-$85.5K	0.16%	140
2022 Q2	$9.87M	Buy	32,005 +5,214	+19%	+$1.71M	0.2%	124
2022 Q1	$9.3M	Buy	+26,791	New	+$9.29M	0.15%	135