Mark Sheptoff Financial Planning’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-90	Closed	-$43.3K	–	527
2025 Q4	$43.3K	Hold	90	–	–	0.02%	205
2025 Q3	$41.7K	Hold	90	–	–	0.02%	203
2025 Q2	$39.7K	Hold	90	–	–	0.02%	202
2025 Q1	$37.8K	Sell	90 -150	-63%	-$64.9K	0.02%	184
2024 Q4	$102K	Hold	240	–	–	0.05%	120
2024 Q3	$102K	Sell	240 -100	-29%	-$40.6K	0.05%	126
2024 Q2	$133K	Hold	340	–	–	0.07%	116
2024 Q1	$135K	Hold	340	–	–	0.08%	118
2023 Q4	$128K	Buy	340 +250	+278%	+$87.4K	0.08%	110
2023 Q3	$30.1K	Hold	90	–	–	0.02%	185
2023 Q2	$30.9K	Buy	90 +40	+80%	+$13.5K	0.02%	194
2023 Q1	$16.6K	Hold	50	–	–	0.01%	225
2022 Q4	$16.6K	Hold	50	–	–	0.01%	235
2022 Q3	$14K	Hold	50	–	–	0.01%	230
2022 Q2	$15K	Hold	50	–	–	0.01%	237
2022 Q1	$17K	Hold	50	–	–	0.01%	257
2021 Q4	$18K	Hold	50	–	–	0.01%	261
2021 Q3	$17K	Hold	50	–	–	0.01%	258
2021 Q2	$17K	Hold	50	–	–	0.01%	284
2021 Q1	$17K	Hold	50	–	–	0.01%	248
2020 Q4	$15K	Hold	50	–	–	0.01%	242
2020 Q3	$14K	Hold	50	–	–	0.01%	211
2020 Q2	$13K	Sell	50 -50	-50%	-$12.3K	0.01%	231
2020 Q1	$22K	Hold	100	–	–	0.02%	177
2019 Q4	$29K	Hold	100	–	–	0.02%	187
2019 Q3	$27K	Hold	100	–	–	0.02%	189
2019 Q2	$27K	Hold	100	–	–	0.02%	194
2019 Q1	$26K	Hold	100	–	–	0.02%	198
2018 Q4	$23K	Hold	100	–	–	0.02%	184
2018 Q3	$26K	Hold	100	–	–	0.02%	212
2018 Q2	$24K	Hold	100	–	–	0.02%	215
2018 Q1	$24K	Hold	100	–	–	0.02%	217
2017 Q4	$25K	Hold	100	–	–	0.02%	222
2017 Q3	$22K	Hold	100	–	–	0.01%	230
2017 Q2	$21K	Sell	100 -1	-1%	-$210	0.01%	224
2017 Q1	$21K	Buy	101 +1	+1%	+$204	0.02%	223
2016 Q4	$20K	Hold	100	–	–	0.01%	219
2016 Q3	$18K	Hold	100	–	–	0.01%	222
2016 Q2	$18K	Hold	100	–	–	0.01%	215
2016 Q1	$18K	Hold	100	–	–	0.01%	216
2015 Q4	$17K	Buy	+100	New	+$17.5K	0.01%	234