Levy Wealth Management 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
2024 Q2	$251K	Hold	642	–	–	0.06%	92
2024 Q1	$242K	Hold	642	–	–	0.07%	94
2023 Q4	$242K	Sell	642 -209	-25%	-$73K	0.07%	94
2023 Q3	$285K	Buy	851 +1	+0.1%	+$347	0.09%	86
2023 Q2	$292K	Buy	850 +211	+33%	+$71K	0.09%	88
2023 Q1	$213K	Hold	639	–	–	0.07%	100
2022 Q4	$212K	Buy	+639	New	+$208K	0.07%	89
2022 Q2	–	Sell	-639	Closed	-$222K	–	72
2022 Q1	$222K	Hold	639	–	–	0.09%	66
2021 Q4	$232K	Sell	639 -120	-16%	-$42.6K	0.11%	69
2021 Q3	$257K	Hold	759	–	–	0.14%	56
2021 Q2	$262K	Sell	759 -186	-20%	-$63.5K	0.15%	55
2021 Q1	$312K	Hold	945	–	–	0.21%	42
2020 Q4	$289K	Buy	+945	New	+$275K	0.2%	45