Highline Wealth Partners’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	$403K	Buy	870 +36	+4%	+$17.4K	0.1%	63
2025 Q4	$401K	Sell	834 -6	-0.7%	-$2.84K	0.11%	51
2025 Q3	$389K	Hold	840	–	–	0.1%	78
2025 Q2	$370K	Sell	840 -7	-0.8%	-$2.9K	0.11%	78
2025 Q1	$355K	Sell	847 -29	-3%	-$12.5K	0.12%	78
2024 Q4	$373K	Sell	876 -22	-2%	-$9.52K	0.12%	79
2024 Q3	$380K	Hold	898	–	–	0.13%	84
2024 Q2	$351K	Buy	898 +436	+94%	+$169K	0.13%	82
2024 Q1	$184K	Sell	462 -28	-6%	-$10.8K	0.08%	100
2023 Q4	$185K	Buy	490 +230	+88%	+$80.4K	0.09%	97
2023 Q3	$87.1K	Hold	260	–	–	0.05%	102
2023 Q2	$89.4K	Hold	260	–	–	0.06%	100
2023 Q1	$86.5K	Hold	260	–	–	0.06%	98
2022 Q4	$86.1K	Hold	260	–	–	0.06%	101
2022 Q3	$74.7K	Buy	+260	New	+$82.7K	0.06%	92