Capital Asset Advisory Services’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	$259K	Hold	524	–	–	0.01%	255
2025 Q4	$259K	Buy	524 +1	+0.2%	+$473	0.01%	256
2025 Q3	$243K	Hold	523	–	–	0.01%	254
2025 Q2	$233K	Buy	523 +1	+0.2%	+$415	0.01%	246
2025 Q1	$220K	Hold	522	–	–	0.01%	266
2024 Q4	$223K	Hold	522	–	–	0.01%	292
2024 Q3	$219K	Buy	522 +1	+0.2%	+$406	0.01%	301
2024 Q2	$205K	Sell	521 -4	-0.8%	-$1.55K	0.01%	308
2024 Q1	$204K	Buy	+525	New	+$202K	0.01%	309
2021 Q4	–	Sell	-6,242	Closed	-$2.12M	–	617
2021 Q3	$2.12M	Buy	6,242 +412	+7%	+$144K	0.24%	61
2021 Q2	$2.01M	Sell	5,830 -86	-1%	-$29.4K	0.22%	64
2021 Q1	$1.96M	Buy	5,916 +1,260	+27%	+$398K	0.29%	54
2020 Q4	$1.43M	Buy	4,656 +1,281	+38%	+$373K	0.25%	68
2020 Q3	$939K	Buy	3,375 +560	+20%	+$153K	0.2%	89
2020 Q2	$781K	Buy	2,815 +1,129	+67%	+$278K	0.17%	113
2020 Q1	$393K	Buy	+1,686	New	+$448K	0.1%	163