Liberty Wealth Management’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	$257K	Sell	555 -15	-3%	-$7.27K	0.03%	226
2025 Q4	$274K	Buy	570 +1	+0.2%	+$473	0.04%	207
2025 Q3	$264K	Hold	569	–	–	0.04%	197
2025 Q2	$251K	Sell	569 -7	-1%	-$2.9K	0.04%	188
2025 Q1	$242K	Sell	576 -54	-9%	-$23.4K	0.05%	137
2024 Q4	$268K	Hold	630	–	–	0.04%	169
2024 Q3	$267K	Buy	630 +28	+5%	+$11.4K	0.05%	171
2024 Q2	$235K	Sell	602 -21	-3%	-$8.15K	0.04%	177
2024 Q1	$248K	Sell	623 -311	-33%	-$120K	0.05%	159
2023 Q4	$352K	Buy	934 +1	+0.1%	+$349	0.08%	123
2023 Q3	$312K	Buy	933 +294	+46%	+$102K	0.08%	124
2023 Q2	$220K	Sell	639 -28	-4%	-$9.42K	0.05%	172
2023 Q1	$222K	Buy	+667	New	+$222K	0.05%	207
2022 Q3	–	Sell	-661	Closed	-$203K	–	151
2022 Q2	$203K	Buy	661 +6	+0.9%	+$1.96K	0.08%	136
2022 Q1	$227K	Buy	+655	New	+$227K	0.08%	131
2021 Q4	–	Sell	-865	Closed	-$307K	–	141
2021 Q3	$293K	Sell	865 -95	-10%	-$33.2K	0.1%	119
2021 Q2	$227K	Buy	960 +306	+47%	+$104K	0.09%	117
2021 Q1	$197K	Hold	654	–	–	0.1%	108
2020 Q4	$197K	Sell	654 -35	-5%	-$10.2K	0.1%	107
2020 Q3	$191K	Sell	689 -163	-19%	-$44.5K	0.11%	100
2020 Q2	$220K	Sell	852 -84	-9%	-$20.7K	0.15%	88
2020 Q1	$205K	Sell	936 -15	-2%	-$3.98K	0.18%	86
2019 Q4	$271K	Buy	951 +1	+0.1%	+$276	0.21%	86
2019 Q3	$256K	Sell	950 -506	-35%	-$135K	0.24%	79
2019 Q2	$387K	Buy	1,456 +671	+85%	+$175K	0.34%	61
2019 Q1	$203K	Sell	785 -190	-19%	-$47.8K	0.15%	86
2018 Q4	$227K	Buy	+975	New	+$243K	0.17%	79