FSM Wealth 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	$2.4M	Sell	5,173 -25	-0.5%	-$12.1K	0.31%	47
2025 Q4	$2.5M	Buy	5,198 +96	+2%	+$45.4K	0.34%	44
2025 Q3	$2.37M	Buy	5,102 +4	+0.1%	+$1.8K	0.33%	48
2025 Q2	$2.26M	Buy	5,098 +253	+5%	+$105K	0.37%	49
2025 Q1	$2.03M	Buy	4,845 +1,417	+41%	+$613K	0.46%	36
2024 Q4	$1.48M	Buy	3,428 +1	+0%	+$433	0.36%	45
2024 Q3	$1.45M	Buy	3,427 +1	+0%	+$406	0.38%	43
2024 Q2	$1.34M	Buy	3,426 +1	+0%	+$388	0.45%	42
2024 Q1	$1.36M	Sell	3,425 -102	-3%	-$39.3K	0.48%	39
2023 Q4	$1.33M	Sell	3,527 -948	-21%	-$331K	0.57%	37
2023 Q3	$1.5M	Buy	4,475 +6	+0.1%	+$2.08K	0.75%	31
2023 Q2	$1.53M	Sell	4,469 -1,381	-24%	-$465K	0.77%	32
2023 Q1	$1.95M	Buy	+5,850	New	+$1.94M	1.13%	25