Intrepid Financial Planning Group’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	$2.39M	Hold	5,151	–	–	0.96%	24
2025 Q4	$2.48M	Hold	5,151	–	–	0.94%	25
2025 Q3	$2.39M	Sell	5,151 -25	-0.5%	-$11.3K	0.91%	26
2025 Q2	$2.28M	Sell	5,176 -14	-0.3%	-$5.81K	0.96%	24
2025 Q1	$2.18M	Buy	5,190 +1	+0%	+$432	1.01%	23
2024 Q4	$2.21M	Buy	5,189 +555	+12%	+$240K	0.93%	26
2024 Q3	$1.96M	Sell	4,634 -453	-9%	-$184K	0.84%	28
2024 Q2	$1.99M	Buy	5,087 +273	+6%	+$106K	0.85%	29
2024 Q1	$1.91M	Hold	4,814	–	–	0.83%	31
2023 Q4	$1.81M	Sell	4,814 -106	-2%	-$37K	0.87%	30
2023 Q3	$1.65M	Sell	4,920 -496	-9%	-$172K	0.85%	31
2023 Q2	$1.86M	Buy	5,416 +100	+2%	+$33.7K	0.89%	32
2023 Q1	$1.77M	Buy	5,316 +179	+3%	+$59.5K	0.89%	31
2022 Q4	$1.7M	Sell	5,137 -410	-7%	-$133K	0.92%	28
2022 Q3	$1.59M	Sell	5,547 -88	-2%	-$28K	0.91%	30
2022 Q2	$1.73M	Buy	+5,635	New	+$1.84M	0.95%	28