Fortis Group Advisors’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	$4.56M	Sell	9,198 -1,164	-11%	-$564K	0.75%	32
2025 Q4	$5.07M	Sell	10,362 -56	-0.5%	-$26.5K	0.85%	22
2025 Q3	$4.95M	Buy	10,418 +732	+8%	+$330K	0.85%	26
2025 Q2	$4.27M	Sell	9,686 -3,898	-29%	-$1.62M	0.78%	35
2025 Q1	$5.7M	Sell	13,584 -1,237	-8%	-$535K	1.11%	26
2024 Q4	$6.31M	Buy	14,821 +1,624	+12%	+$703K	1.17%	27
2024 Q3	$5.58M	Buy	13,197 +702	+6%	+$285K	1.03%	31
2024 Q2	$4.89M	Buy	12,495 +1,048	+9%	+$407K	0.97%	35
2024 Q1	$4.55M	Buy	11,447 +11,247	+5,624%	+$4.33M	0.84%	37
2023 Q4	$75.4K	Buy	200 +100	+100%	+$34.9K	0.02%	153
2023 Q3	$33.5K	Sell	100 -16,176	-99%	-$5.61M	0.01%	151
2023 Q2	$5.6M	Buy	+16,276	New	+$5.48M	1.49%	19
2020 Q3	$27K	Buy	+100	New	+$27.3K	0.01%	236