Marshall Financial Group (Maryland)’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	$377K	Buy	814 +19	+2%	+$9.2K	0.06%	226
2025 Q4	$382K	Hold	795	–	–	0.07%	220
2025 Q3	$369K	Sell	795 -2	-0.3%	-$901	0.07%	196
2025 Q2	$354K	Buy	797 +30	+4%	+$12.4K	0.07%	201
2025 Q1	$322K	Buy	767 +106	+16%	+$45.8K	0.07%	188
2024 Q4	$281K	Hold	661	–	–	0.07%	185
2024 Q3	$280K	Buy	661 +11	+2%	+$4.47K	0.07%	185
2024 Q2	$254K	Hold	650	–	–	0.07%	152
2024 Q1	$259K	Hold	650	–	–	0.07%	156
2023 Q4	$245K	Hold	650	–	–	0.08%	157
2023 Q3	$218K	Hold	650	–	–	0.08%	155
2023 Q2	$224K	Hold	650	–	–	0.08%	161
2023 Q1	$216K	Sell	650 -70	-10%	-$23.3K	0.08%	162
2022 Q4	$239K	Sell	720 -16	-2%	-$5.2K	0.09%	154
2022 Q3	$211K	Sell	736 -6	-0.8%	-$1.91K	0.09%	169
2022 Q2	$228K	Hold	742	–	–	0.09%	169
2022 Q1	$257K	Hold	742	–	–	0.11%	183
2021 Q4	$270K	Sell	742 -25	-3%	-$8.88K	0.1%	190
2021 Q3	$259K	Hold	767	–	–	0.13%	154
2021 Q2	$265K	Hold	767	–	–	0.14%	155
2021 Q1	$253K	Hold	767	–	–	0.15%	120
2020 Q4	$235K	Buy	+767	New	+$223K	0.15%	114