Golden State 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	$2.01M	Buy	4,348 +149	+4%	+$72.2K	0.22%	92
2025 Q4	$2.02M	Buy	4,199 +26	+0.6%	+$12.3K	0.21%	92
2025 Q3	$1.94M	Sell	4,173 -80	-2%	-$36.1K	0.21%	91
2025 Q2	$1.87M	Buy	4,253 +135	+3%	+$56K	0.23%	84
2025 Q1	$1.73M	Sell	4,118 -14	-0.3%	-$6.05K	0.26%	76
2024 Q4	$1.76M	Buy	+4,132	New	+$1.79M	0.26%	74
2022 Q1	$2.17M	Sell	6,267 -1,103	-15%	-$383K	0.43%	46
2021 Q4	$2.68M	Buy	7,370 +1,132	+18%	+$402K	0.46%	40
2021 Q3	$2.11M	Sell	6,238 -1,609	-21%	-$562K	0.46%	41
2021 Q2	$2.71M	Sell	7,847 -293	-4%	-$100K	0.6%	31
2021 Q1	$2.69M	Buy	8,140 +2	+0%	+$631	0.89%	22
2020 Q4	$2.49M	Sell	8,138 -279	-3%	-$81.2K	0.72%	23
2020 Q3	$2.34M	Buy	8,417 +420	+5%	+$115K	0.78%	24
2020 Q2	$1.91M	Buy	7,997 +688	+9%	+$169K	0.61%	27
2020 Q1	$1.6M	Buy	+7,309	New	+$1.94M	0.71%	27
2019 Q4	–	Sell	-1,345	Closed	-$362K	–	249
2019 Q3	$362K	Buy	1,345 +64	+5%	+$17.1K	0.12%	140
2019 Q2	$340K	Buy	1,281 +2	+0.2%	+$522	0.11%	154
2019 Q1	$331K	Buy	+1,279	New	+$322K	0.11%	157