Evensky & Katz’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	$214K	Hold	462	–	–	0.01%	64
2025 Q4	$222K	Hold	462	–	–	0.01%	63
2025 Q3	$214K	Sell	462 -21	-4%	-$9.46K	0.01%	65
2025 Q2	$213K	Hold	483	–	–	0.01%	64
2025 Q1	$203K	Sell	483 -148	-23%	-$64K	0.01%	69
2024 Q4	$268K	Sell	631 -34	-5%	-$14.7K	0.02%	68
2024 Q3	$281K	Sell	665 -77	-10%	-$31.3K	0.02%	69
2024 Q2	$290K	Buy	742 +3	+0.4%	+$1.17K	0.02%	67
2024 Q1	$294K	Buy	739 +6	+0.8%	+$2.31K	0.02%	68
2023 Q4	$276K	Buy	733 +29	+4%	+$10.1K	0.02%	67
2023 Q3	$236K	Buy	704 +3	+0.4%	+$1.04K	0.02%	67
2023 Q2	$241K	Buy	701 +3	+0.4%	+$1.01K	0.02%	65
2023 Q1	$232K	Buy	698 +4	+0.6%	+$1.33K	0.02%	63
2022 Q4	$230K	Buy	694 +1	+0.1%	+$325	0.02%	65
2022 Q3	$199K	Hold	693	–	–	0.02%	64
2022 Q2	$213K	Hold	693	–	–	0.02%	63
2022 Q1	$240K	Sell	693 -96	-12%	-$33.3K	0.02%	59
2021 Q4	$287K	Hold	789	–	–	0.03%	54
2021 Q3	$267K	Hold	789	–	–	0.03%	53
2021 Q2	$272K	Hold	789	–	–	0.03%	54
2021 Q1	$261K	Sell	789 -75	-9%	-$23.7K	0.03%	55
2020 Q4	$264K	Hold	864	–	–	0.03%	52
2020 Q3	$240K	Hold	864	–	–	0.03%	57
2020 Q2	$223K	Hold	864	–	–	0.03%	59
2020 Q1	$189K	Hold	864	–	–	0.03%	66
2019 Q4	$246K	Sell	864 -211	-20%	-$58.1K	0.03%	64
2019 Q3	$289K	Buy	1,075 +1	+0.1%	+$267	0.04%	73
2019 Q2	$286K	Buy	1,074 +1	+0.1%	+$261	0.04%	74
2019 Q1	$278K	Buy	+1,073	New	+$270K	0.04%	71