Garrison Point 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	–	Sell	-421	Closed	-$202K	–	171
2025 Q4	$202K	Buy	+421	New	+$199K	0.09%	163
2024 Q2	–	Sell	-2,189	Closed	-$871K	–	146
2024 Q1	$871K	Buy	2,189 +1	+0%	+$385	0.56%	59
2023 Q4	$825K	Buy	2,188 +6	+0.3%	+$2.1K	0.58%	58
2023 Q3	$731K	Buy	2,182 +7	+0.3%	+$2.43K	0.57%	59
2023 Q2	$748K	Buy	2,175 +4	+0.2%	+$1.35K	0.54%	65
2023 Q1	$722K	Buy	2,171 +1	+0%	+$332	0.54%	62
2022 Q4	$719K	Hold	2,170	–	–	0.59%	63
2022 Q3	$623K	Hold	2,170	–	–	0.56%	64
2022 Q2	$668K	Hold	2,170	–	–	0.55%	59
2022 Q1	$753K	Buy	2,170 +10	+0.5%	+$3.47K	0.53%	64
2021 Q4	$785K	Hold	2,160	–	–	0.52%	62
2021 Q3	$731K	Hold	2,160	–	–	0.53%	63
2021 Q2	$745K	Hold	2,160	–	–	0.54%	63
2021 Q1	$713K	Sell	2,160 -29	-1%	-$9.15K	0.55%	64
2020 Q4	$669K	Hold	2,189	–	–	0.54%	65
2020 Q3	$607K	Hold	2,189	–	–	0.55%	59
2020 Q2	$564K	Buy	2,189 +368	+20%	+$90.5K	0.56%	58
2020 Q1	$399K	Buy	1,821 +50	+3%	+$13.3K	0.49%	68
2019 Q4	$505K	Hold	1,771	–	–	0.46%	77
2019 Q3	$477K	Hold	1,771	–	–	0.47%	77
2019 Q2	$471K	Hold	1,771	–	–	0.47%	80
2019 Q1	$459K	Hold	1,771	–	–	0.48%	76
2018 Q4	$413K	Buy	+1,771	New	+$442K	0.51%	73