MFT

Moisand Fitzgerald Tamayo’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$242K	Hold	549	–	–	0.03%	106
2025 Q1	$231K	Hold	549	–	–	0.03%	106
2024 Q4	$234K	Hold	549	–	–	0.03%	102
2024 Q3	$232K	Hold	549	–	–	0.03%	103
2024 Q2	$215K	Hold	549	–	–	0.03%	104
2024 Q1	$218K	Sell	549 -25	-4%	-$9.94K	0.03%	100
2023 Q4	$216K	Buy	574 +25	+5%	+$9.42K	0.04%	100
2023 Q3	$184K	Sell	549 -7	-1%	-$2.35K	0.04%	101
2023 Q2	$191K	Buy	556 +7	+1%	+$2.41K	0.04%	102
2023 Q1	$183K	Buy	549 +1	+0.2%	+$333	0.04%	103
2022 Q4	$182K	Hold	548	–	–	0.04%	105
2022 Q3	$157K	Hold	548	–	–	0.04%	105
2022 Q2	$169K	Buy	548 +498	+996%	+$154K	0.05%	103
2022 Q1	$17K	Sell	50 -448	-90%	-$152K	0.01%	148
2021 Q4	$181K	Hold	498	–	–	0.05%	94
2021 Q3	$168K	Hold	498	–	–	0.06%	95
2021 Q2	$172K	Hold	498	–	–	0.06%	89
2021 Q1	$164K	Hold	498	–	–	0.07%	83
2020 Q4	$152K	Sell	498 -226	-31%	-$69K	0.07%	82
2020 Q3	$201K	Sell	724 -162	-18%	-$45K	0.1%	71
2020 Q2	$228K	Sell	886 -87	-9%	-$22.4K	0.13%	65
2020 Q1	$213K	Hold	973	–	–	0.14%	65
2019 Q4	$277K	Hold	973	–	–	0.14%	66
2019 Q3	$262K	Hold	973	–	–	0.14%	66
2019 Q2	$259K	Hold	973	–	–	0.14%	66
2019 Q1	$252K	Hold	973	–	–	0.14%	69
2018 Q4	$227K	Hold	973	–	–	0.14%	69
2018 Q3	$257K	Hold	973	–	–	0.14%	69
2018 Q2	$236K	Hold	973	–	–	0.14%	68
2018 Q1	$235K	Hold	973	–	–	0.14%	69
2017 Q4	$241K	Hold	973	–	–	0.14%	62
2017 Q3	$218K	Hold	973	–	–	0.13%	65
2017 Q2	$207K	Hold	973	–	–	0.14%	60
2017 Q1	$201K	Sell	973 -98	-9%	-$20.2K	0.14%	60
2016 Q4	$212K	Sell	1,071 -53	-5%	-$10.5K	0.16%	59
2016 Q3	$205K	Buy	+1,124	New	+$205K	0.16%	58
2016 Q2	–	Sell	-1,389	Closed	-$245K	–	87
2016 Q1	$245K	Hold	1,389	–	–	0.2%	49
2015 Q4	$242K	Buy	+1,389	New	+$242K	0.21%	48