Beaird Harris Wealth Management’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	–	Sell	-51	Closed	-$24.5K	–	699
2025 Q4	$24.5K	Hold	51	–	–	﹤0.01%	318
2025 Q3	$23.7K	Hold	51	–	–	﹤0.01%	315
2025 Q2	$22.5K	Sell	51 -20	-28%	-$8.3K	﹤0.01%	320
2025 Q1	$29.8K	Hold	71	–	–	﹤0.01%	271
2024 Q4	$30.2K	Buy	71 +20	+39%	+$8.66K	﹤0.01%	277
2024 Q3	$21.6K	Sell	51 -14	-22%	-$5.69K	﹤0.01%	287
2024 Q2	$25.5K	Hold	65	–	–	﹤0.01%	281
2024 Q1	$25.9K	Buy	65 +51	+364%	+$19.6K	﹤0.01%	255
2023 Q4	$5.27K	Hold	14	–	–	﹤0.01%	375
2023 Q3	$4.66K	Hold	14	–	–	﹤0.01%	310
2023 Q2	$4.76K	Hold	14	–	–	﹤0.01%	325
2023 Q1	$4.58K	Sell	14 -619	-98%	-$206K	﹤0.01%	324
2022 Q4	$210K	Buy	633 +619	+4,421%	+$201K	0.04%	85
2022 Q3	$4K	Buy	+14	New	+$4.45K	﹤0.01%	354
2022 Q2	–	Sell	-14	Closed	-$5K	–	453
2022 Q1	$5K	Buy	14 +1	+8%	+$347	﹤0.01%	422
2021 Q4	$5K	Buy	+13	New	+$4.62K	﹤0.01%	469