Autumn Glory Partners’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	$3.51M	Hold	7,588	–	–	1.29%	15
2025 Q4	$3.65M	Sell	7,588 -5	-0.1%	-$2.37K	1.28%	15
2025 Q3	$3.52M	Sell	7,593 -13	-0.2%	-$5.86K	1.45%	14
2025 Q2	$3.35M	Sell	7,606 -151	-2%	-$62.7K	1.57%	13
2025 Q1	$3.26M	Hold	7,757	–	–	1.62%	9
2024 Q4	$3.3M	Hold	7,757	–	–	1.62%	13
2024 Q3	$3.28M	Sell	7,757 -46	-0.6%	-$18.7K	1.26%	18
2024 Q2	$3.05M	Hold	7,803	–	–	1.56%	13
2024 Q1	$3.1M	Hold	7,803	–	–	1.52%	14
2023 Q4	$2.92M	Sell	7,803 -420	-5%	-$147K	1.66%	12
2023 Q3	$2.75M	Buy	8,223 +1,449	+21%	+$503K	1.68%	12
2023 Q2	$2.33M	Sell	6,774 -1,449	-18%	-$488K	1.71%	13
2023 Q1	$2.74M	Sell	8,223 -70	-0.8%	-$23.3K	2.34%	9
2022 Q4	$2.75M	Buy	8,293 +92	+1%	+$29.9K	1.47%	16
2022 Q3	$2.36M	Hold	8,201	–	–	1.61%	14
2022 Q2	$2.52M	Buy	8,201 +269	+3%	+$88K	1.86%	13
2022 Q1	$2.75M	Hold	7,932	–	–	1.6%	12
2021 Q4	$2.88M	Buy	+7,932	New	+$2.82M	1.2%	22