Crewe Advisors’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	$434K	Sell	986 -76	-7%	-$33.5K	0.06%	101
2025 Q1	$446K	Hold	1,062	–	–	0.06%	85
2024 Q4	$452K	Hold	1,062	–	–	0.06%	82
2024 Q3	$449K	Buy	1,062 +1	+0.1%	+$423	0.05%	89
2024 Q2	$415K	Hold	1,061	–	–	0.05%	117
2024 Q1	$422K	Hold	1,061	–	–	0.05%	112
2023 Q4	$400K	Hold	1,061	–	–	0.06%	55
2023 Q3	$355K	Hold	1,061	–	–	0.06%	56
2023 Q2	$365K	Hold	1,061	–	–	0.05%	96
2023 Q1	$353K	Hold	1,061	–	–	0.05%	107
2022 Q4	$352K	Buy	1,061 +275	+35%	+$91.1K	0.06%	99
2022 Q3	$226K	Hold	786	–	–	0.04%	130
2022 Q2	$242K	Hold	786	–	–	0.05%	112
2022 Q1	$273K	Hold	786	–	–	0.05%	84
2021 Q4	$286K	Hold	786	–	–	0.06%	64
2021 Q3	$266K	Hold	786	–	–	0.06%	55
2021 Q2	$271K	Hold	786	–	–	0.07%	52
2021 Q1	$260K	Hold	786	–	–	0.06%	50
2020 Q4	$240K	Hold	786	–	–	0.1%	51
2020 Q3	$218K	Hold	786	–	–	0.1%	46
2020 Q2	$203K	Hold	786	–	–	0.1%	50
2020 Q1	$172K	Hold	786	–	–	0.1%	47
2019 Q4	$224K	Hold	786	–	–	0.1%	51
2019 Q3	$212K	Hold	786	–	–	0.1%	53
2019 Q2	$209K	Hold	786	–	–	0.07%	82
2019 Q1	$204K	Hold	786	–	–	0.06%	58
2018 Q4	$183K	Hold	786	–	–	0.06%	60
2018 Q3	$208K	Hold	786	–	–	0.18%	54
2018 Q2	$191K	Hold	786	–	–	0.18%	55
2018 Q1	$190K	Buy	+786	New	+$190K	0.19%	52