Congress Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.16M	Sell	4,900 -289	-6%	-$127K	0.02%	539
2025 Q1	$2.18M	Buy	5,189 +322	+7%	+$135K	0.03%	474
2024 Q4	$2.07M	Buy	4,867 +1,910	+65%	+$813K	0.03%	408
2024 Q3	$1.25M	Buy	+2,957	New	+$1.25M	0.02%	485