Avidian Wealth Enterprises’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	$260K	Buy	+561	New	+$272K	0.01%	570
2023 Q4	–	Sell	-605	Closed	-$203K	–	422
2023 Q3	$203K	Sell	605 -115	-16%	-$39.9K	0.01%	381
2023 Q2	$248K	Sell	720 -2,508	-78%	-$844K	0.02%	366
2023 Q1	$1.07M	Sell	3,228 -53	-2%	-$17.6K	0.06%	192
2022 Q4	$1.09M	Buy	3,281 +827	+34%	+$269K	0.07%	166
2022 Q3	$705K	Buy	2,454 +4	+0.2%	+$1.27K	0.05%	189
2022 Q2	$754K	Buy	2,450 +78	+3%	+$25.5K	0.05%	202
2022 Q1	$823K	Sell	2,372 -117	-5%	-$40.6K	0.05%	222
2021 Q4	$904K	Buy	2,489 +11	+0.4%	+$3.91K	0.06%	204
2021 Q3	$838K	Buy	2,478 +3	+0.1%	+$1.05K	0.06%	146
2021 Q2	$854K	Sell	2,475 -447	-15%	-$153K	0.07%	146
2021 Q1	$965K	Sell	2,922 -531	-15%	-$168K	0.08%	129
2020 Q4	$1.06M	Sell	3,453 -105	-3%	-$30.6K	0.1%	109
2020 Q3	$987K	Hold	3,558	–	–	0.11%	103
2020 Q2	$917K	Buy	3,558 +74	+2%	+$18.2K	0.12%	95
2020 Q1	$764K	Sell	3,484 -11,344	-77%	-$3.01M	0.12%	84
2019 Q4	$4.23M	Buy	14,828 +1,074	+8%	+$296K	0.6%	30
2019 Q3	$3.7M	Buy	+13,754	New	+$3.67M	0.61%	25