Coastwise Capital Group’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	$1.9M	Sell	4,106 -464	-10%	-$225K	1.06%	18
2025 Q4	$2.2M	Buy	4,570 +139	+3%	+$65.8K	1.1%	18
2025 Q3	$2.05M	Buy	4,431 +58	+1%	+$26.1K	1.45%	14
2025 Q2	$1.93M	Buy	4,373 +353	+9%	+$146K	1.53%	14
2025 Q1	$1.69M	Sell	4,020 -2,462	-38%	-$1.06M	1.42%	14
2024 Q4	$2.76M	Buy	6,482 +52	+0.8%	+$22.5K	2.2%	9
2024 Q3	$2.72M	Buy	6,430 +255	+4%	+$104K	2.24%	9
2024 Q2	$2.42M	Sell	6,175 -3,366	-35%	-$1.31M	2.3%	9
2024 Q1	$3.79M	Sell	9,541 -3,967	-29%	-$1.53M	3.52%	4
2023 Q4	$5.09M	Buy	13,508 +5,628	+71%	+$1.97M	5.19%	2
2023 Q3	$2.64M	Sell	7,880 -273	-3%	-$94.7K	3.02%	6
2023 Q2	$2.8M	Sell	8,153 -1,370	-14%	-$461K	3.17%	4
2023 Q1	$3.17M	Buy	9,523 +528	+6%	+$175K	3.62%	5
2022 Q4	$2.98M	Buy	8,995 +431	+5%	+$140K	3.54%	5
2022 Q3	$2.46M	Sell	8,564 -528	-6%	-$168K	3.88%	4
2022 Q2	$2.8M	Buy	9,092 +1,471	+19%	+$481K	3.41%	6
2022 Q1	$2.64M	Buy	+7,621	New	+$2.64M	3.28%	5