MinichMacGregor 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	$222K	Sell	480 -1,679	-78%	-$813K	0.04%	123
2025 Q4	$1.04M	Buy	2,159 +167	+8%	+$79K	0.19%	54
2025 Q3	$924K	Hold	1,992	–	–	0.18%	59
2025 Q2	$878K	Sell	1,992 -1	-0.1%	-$415	0.19%	54
2025 Q1	$837K	Sell	1,993 -167	-8%	-$72.2K	0.19%	53
2024 Q4	$919K	Buy	2,160 +1,680	+350%	+$727K	0.19%	54
2024 Q3	$203K	Buy	+480	New	+$195K	0.04%	115
2023 Q1	–	Sell	-712	Closed	-$236K	–	226
2022 Q4	$236K	Buy	+712	New	+$231K	0.09%	70
2020 Q2	–	Sell	-1,407	Closed	-$331K	–	76
2020 Q1	$331K	Buy	+1,407	New	+$374K	0.3%	67
2018 Q2	–	Sell	-34	Closed	-$8K	–	538
2018 Q1	$8K	Buy	+34	New	+$8.54K	0.01%	330
2017 Q1	–	Sell	-801	Closed	-$158K	–	467
2016 Q4	$158K	Buy	801 +1	+0.1%	+$189	0.15%	42
2016 Q3	$146K	Hold	800	–	–	0.14%	44
2016 Q2	$143K	Hold	800	–	–	0.14%	49
2016 Q1	$141K	Hold	800	–	–	0.14%	48
2015 Q4	$144K	Buy	+800	New	+$140K	0.13%	46