Ipswich Investment Management’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	$529K	Buy	1,201 +201	+20%	+$88.6K	0.13%	120
2025 Q1	$420K	Hold	1,000	–	–	0.1%	128
2024 Q4	$426K	Hold	1,000	–	–	0.1%	130
2024 Q3	$423K	Hold	1,000	–	–	0.1%	136
2024 Q2	$391K	Hold	1,000	–	–	0.09%	137
2024 Q1	$398K	Hold	1,000	–	–	0.09%	140
2023 Q4	$377K	Hold	1,000	–	–	0.1%	137
2023 Q3	$335K	Hold	1,000	–	–	0.09%	141
2023 Q2	$344K	Hold	1,000	–	–	0.09%	145
2023 Q1	$333K	Hold	1,000	–	–	0.09%	145
2022 Q4	$331K	Hold	1,000	–	–	0.09%	143
2022 Q3	$287K	Hold	1,000	–	–	0.09%	147
2022 Q2	$308K	Buy	+1,000	New	+$308K	0.09%	149
2022 Q1	–	Sell	-1,000	Closed	-$363K	–	193
2021 Q4	$363K	Hold	1,000	–	–	0.08%	158
2021 Q3	$338K	Hold	1,000	–	–	0.09%	157
2021 Q2	$345K	Hold	1,000	–	–	0.09%	158
2021 Q1	$330K	Hold	1,000	–	–	0.09%	151
2020 Q4	$306K	Hold	1,000	–	–	0.09%	146
2020 Q3	$278K	Hold	1,000	–	–	0.09%	144
2020 Q2	$258K	Hold	1,000	–	–	0.09%	146
2020 Q1	$219K	Hold	1,000	–	–	0.09%	144
2019 Q4	$285K	Hold	1,000	–	–	0.08%	153
2019 Q3	$269K	Hold	1,000	–	–	0.09%	155
2019 Q2	$266K	Hold	1,000	–	–	0.08%	155
2019 Q1	$259K	Hold	1,000	–	–	0.08%	154
2018 Q4	$233K	Hold	1,000	–	–	0.09%	148
2018 Q3	$264K	Buy	+1,000	New	+$264K	0.09%	147
2018 Q2	–	Sell	-1,000	Closed	-$241K	–	103
2018 Q1	$241K	Hold	1,000	–	–	0.1%	135
2017 Q4	$247K	Hold	1,000	–	–	0.1%	131
2017 Q3	$224K	Hold	1,000	–	–	0.1%	128
2017 Q2	$213K	Hold	1,000	–	–	0.1%	128
2017 Q1	$206K	Buy	+1,000	New	+$206K	0.09%	123
2016 Q2	–	Sell	-1,000	Closed	-$177K	–	195
2016 Q1	$177K	Buy	+1,000	New	+$177K	0.08%	131