Glass Jacobson Investment 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	$167K	Buy	360 +180	+100%	+$87.2K	0.06%	208
2025 Q4	$86.5K	Hold	180	–	–	0.03%	253
2025 Q3	$83.5K	Sell	180 -141	-44%	-$63.6K	0.03%	252
2025 Q2	$141K	Sell	321 -360	-53%	-$149K	0.05%	201
2025 Q1	$290K	Hold	681	–	–	0.1%	196
2024 Q4	$290K	Buy	681 +46	+7%	+$19.9K	0.1%	196
2024 Q3	$269K	Buy	635 +170	+37%	+$69.1K	0.09%	199
2024 Q2	$182K	Hold	465	–	–	0.07%	220
2024 Q1	$185K	Hold	465	–	–	0.07%	216
2023 Q4	$175K	Sell	465 -135	-23%	-$47.2K	0.07%	220
2023 Q3	$201K	Buy	600 +285	+90%	+$98.8K	0.09%	198
2023 Q2	$108K	Buy	+315	New	+$106K	0.05%	253
2022 Q4	$337K	Buy	+1,017	New	+$331K	0.17%	157