Holistic Planning’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37M	Buy	3,116 +5	+0.2%	+$2.2K	0.39%	49
2025 Q1	$1.31M	Buy	3,111 +366	+13%	+$154K	0.44%	43
2024 Q4	$1.17M	Buy	2,745 +296	+12%	+$126K	0.42%	46
2024 Q3	$1.04M	Buy	+2,449	New	+$1.04M	0.44%	49