Concord 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	$882K	Sell	1,904 -729	-28%	-$353K	0.11%	132
2025 Q4	$1.27M	Buy	2,633 +152	+6%	+$71.9K	0.16%	114
2025 Q3	$1.15M	Buy	2,481 +105	+4%	+$47.3K	0.16%	121
2025 Q2	$1.05M	Sell	2,376 -58	-2%	-$24.1K	0.15%	129
2025 Q1	$1.02M	Buy	2,434 +2,288	+1,567%	+$990K	0.17%	116
2024 Q4	$62.1K	Buy	146 +6	+4%	+$2.6K	0.01%	297
2024 Q3	$59.1K	Hold	140	–	–	0.01%	313
2024 Q2	$54.6K	Buy	140 +1	+0.7%	+$388	0.01%	300
2024 Q1	$55.4K	Hold	139	–	–	0.01%	336
2023 Q4	$52.5K	Hold	139	–	–	0.01%	352
2023 Q3	$46.6K	Hold	139	–	–	0.01%	389
2023 Q2	$47.7K	Buy	139 +100	+256%	+$33.7K	0.01%	373
2023 Q1	$12.9K	Buy	39 +1	+3%	+$332	﹤0.01%	556
2022 Q4	$12.7K	Buy	+38	New	+$12.4K	﹤0.01%	601
2022 Q3	–	Sell	-38	Closed	-$12K	–	390
2022 Q2	$12K	Sell	38 -130	-77%	-$42.5K	﹤0.01%	648
2022 Q1	$58K	Hold	168	–	–	0.02%	401
2021 Q4	$61K	Buy	168 +38	+29%	+$13.5K	0.01%	419
2021 Q3	$44K	Hold	130	–	–	0.02%	238
2021 Q2	$45K	Hold	130	–	–	0.01%	371
2021 Q1	$43K	Hold	130	–	–	0.01%	362
2020 Q4	$40K	Buy	+130	New	+$37.8K	0.03%	232