Denver Wealth Management’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	$651K	Sell	1,406 -71	-5%	-$34.4K	0.22%	54
2025 Q4	$710K	Sell	1,477 -30	-2%	-$14.2K	0.25%	45
2025 Q3	$699K	Sell	1,507 -9	-0.6%	-$4.06K	0.26%	43
2025 Q2	$668K	Sell	1,516 -39	-3%	-$16.2K	0.28%	41
2025 Q1	$653K	Sell	1,555 -82	-5%	-$35.5K	0.3%	39
2024 Q4	$696K	Sell	1,637 -17	-1%	-$7.36K	0.31%	37
2024 Q3	$700K	Sell	1,654 -64	-4%	-$26K	0.32%	40
2024 Q2	$672K	Sell	1,718 -96	-5%	-$37.3K	0.34%	41
2024 Q1	$722K	Sell	1,814 -25	-1%	-$9.63K	0.37%	39
2023 Q4	$693K	Sell	1,839 -101	-5%	-$35.3K	0.39%	36
2023 Q3	$650K	Sell	1,940 -186	-9%	-$64.5K	0.42%	36
2023 Q2	$731K	Sell	2,126 -248	-10%	-$83.5K	0.51%	34
2023 Q1	$790K	Sell	2,374 -32	-1%	-$10.6K	0.55%	36
2022 Q4	$797K	Sell	2,406 -326	-12%	-$106K	0.6%	36
2022 Q3	$785K	Sell	2,732 -91	-3%	-$28.9K	0.74%	26
2022 Q2	$869K	Buy	+2,823	New	+$923K	0.91%	19
2021 Q4	$8.87M	Buy	+24,415	New	+$8.67M	8.51%	3
2021 Q1	$1.3M	Buy	+3,757	New	+$1.19M	1.37%	17