Capital Advisors Inc’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	$532K	Buy	1,148 +125	+12%	+$60.6K	0.01%	218
2025 Q4	$492K	Sell	1,023 -645	-39%	-$305K	0.01%	217
2025 Q3	$773K	Hold	1,668	–	–	0.01%	168
2025 Q2	$735K	Sell	1,668 -35	-2%	-$14.5K	0.01%	171
2025 Q1	$715K	Sell	1,703 -19	-1%	-$8.22K	0.01%	165
2024 Q4	$733K	Buy	1,722 +49	+3%	+$21.2K	0.01%	160
2024 Q3	$708K	Hold	1,673	–	–	0.01%	171
2024 Q2	$654K	Hold	1,673	–	–	0.01%	171
2024 Q1	$665K	Sell	1,673 -38	-2%	-$14.6K	0.01%	176
2023 Q4	$645K	Sell	1,711 -17	-1%	-$5.94K	0.01%	184
2023 Q3	$579K	Buy	1,728 +353	+26%	+$122K	0.02%	164
2023 Q2	$473K	Hold	1,375	–	–	0.01%	181
2023 Q1	$457K	Sell	1,375 -31	-2%	-$10.3K	0.01%	174
2022 Q4	$466K	Sell	1,406 -246	-15%	-$80K	0.01%	175
2022 Q3	$490K	Buy	1,652 +396	+32%	+$126K	0.02%	169
2022 Q2	$387K	Buy	1,256 +200	+19%	+$65.4K	0.01%	182
2022 Q1	$366K	Buy	+1,056	New	+$366K	0.01%	192