Fingerlakes 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	$3.16M	Sell	6,813 -22	-0.3%	-$10.7K	2.09%	14
2025 Q4	$3.28M	Sell	6,835 -264	-4%	-$125K	2.09%	13
2025 Q3	$3.29M	Buy	7,099 +16	+0.2%	+$7.21K	2.15%	13
2025 Q2	$3.12M	Sell	7,083 -78	-1%	-$32.4K	2.33%	11
2025 Q1	$3.01M	Sell	7,161 -8	-0.1%	-$3.46K	2.56%	10
2024 Q4	$3.05M	Sell	7,169 -12	-0.2%	-$5.19K	2.46%	10
2024 Q3	$3.04M	Buy	7,181 +21	+0.3%	+$8.53K	2.53%	10
2024 Q2	$2.8M	Sell	7,160 -3	-0%	-$1.17K	2.51%	8
2024 Q1	$2.85M	Buy	7,163 +29	+0.4%	+$11.2K	2.75%	7
2023 Q4	$2.69M	Buy	7,134 +136	+2%	+$47.5K	2.89%	7
2023 Q3	$2.34M	Sell	6,998 -147	-2%	-$51K	2.86%	7
2023 Q2	$2.46M	Buy	7,145 +111	+2%	+$37.4K	2.81%	7
2023 Q1	$2.34M	Buy	7,034 +23	+0.3%	+$7.64K	2.92%	7
2022 Q4	$2.32M	Buy	7,011 +12	+0.2%	+$3.9K	3.19%	7
2022 Q3	$2.01M	Buy	6,999 +69	+1%	+$21.9K	2.93%	7
2022 Q2	$2.13M	Buy	6,930 +123	+2%	+$40.2K	2.92%	7
2022 Q1	$2.36M	Buy	6,807 +52	+0.8%	+$18K	2.76%	6
2021 Q4	$2.45M	Buy	+6,755	New	+$2.4M	2.76%	6