Executive Wealth Group’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
2024 Q1	$742K	Buy	1,903 +1,271	+201%	+$490K	0.15%	44
2023 Q4	$238K	Buy	632 +3	+0.5%	+$1.05K	0.15%	44
2023 Q3	$211K	Buy	629 +3	+0.5%	+$1.04K	0.15%	45
2023 Q2	$215K	Buy	626 +3	+0.5%	+$1.01K	0.15%	45
2023 Q1	$207K	Buy	623 +3	+0.5%	+$997	0.15%	45
2022 Q4	$205K	Buy	+620	New	+$202K	0.16%	43
2022 Q2	–	Sell	-611	Closed	-$212K	–	45
2022 Q1	$212K	Buy	611 +3	+0.5%	+$1.04K	0.14%	46
2021 Q4	$221K	Buy	608 +2	+0.3%	+$711	0.14%	48
2021 Q3	$205K	Buy	606 +3	+0.5%	+$1.05K	0.13%	48
2021 Q2	$208K	Buy	+603	New	+$206K	0.12%	47