Balboa Wealth 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	$1.15M	Sell	2,481 -2,306	-48%	-$1.12M	0.19%	93
2025 Q4	$2.3M	Sell	4,787 -77	-2%	-$36.4K	0.38%	47
2025 Q3	$2.26M	Sell	4,864 -46	-0.9%	-$20.7K	0.39%	45
2025 Q2	$2.16M	Sell	4,910 -3,585	-42%	-$1.49M	0.43%	48
2025 Q1	$3.57M	Buy	8,495 +534	+7%	+$231K	0.86%	24
2024 Q4	$3.39M	Buy	7,961 +3,656	+85%	+$1.58M	0.77%	24
2024 Q3	$1.82M	Buy	4,305 +944	+28%	+$384K	0.45%	36
2024 Q2	$1.31M	Sell	3,361 -2,830	-46%	-$1.1M	0.35%	52
2024 Q1	$2.46M	Buy	6,191 +3,231	+109%	+$1.24M	0.78%	25
2023 Q4	$1.12M	Sell	2,960 -161	-5%	-$56.3K	0.37%	47
2023 Q3	$1.05M	Sell	3,121 -1,759	-36%	-$610K	0.39%	38
2023 Q2	$1.68M	Buy	4,880 +1,873	+62%	+$630K	0.59%	28
2023 Q1	$1M	Sell	3,007 -3,170	-51%	-$1.05M	0.38%	50
2022 Q4	$2.05M	Buy	6,177 +4,114	+199%	+$1.34M	0.92%	17
2022 Q3	$593K	Buy	+2,063	New	+$656K	0.26%	77