Monograph Wealth Advisors’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	$2.83M	Hold	6,098	–	–	0.27%	34
2025 Q4	$2.94M	Buy	6,098 +4	+0.1%	+$1.89K	0.29%	35
2025 Q3	$2.83M	Buy	6,094 +6	+0.1%	+$2.7K	0.29%	35
2025 Q2	$2.69M	Buy	6,088 +1,547	+34%	+$642K	0.33%	32
2025 Q1	$1.91M	Hold	4,541	–	–	0.26%	35
2024 Q4	$1.94M	Hold	4,541	–	–	0.26%	36
2024 Q3	$1.93M	Sell	4,541 -1,000	-18%	-$406K	0.25%	35
2024 Q2	$2.17M	Hold	5,541	–	–	0.32%	32
2024 Q1	$2.21M	Sell	5,541 -500	-8%	-$193K	0.32%	34
2023 Q4	$2.28M	Hold	6,041	–	–	0.41%	26
2023 Q3	$2.03M	Buy	6,041 +1,500	+33%	+$520K	0.4%	28
2023 Q2	$1.56M	Hold	4,541	–	–	0.34%	25
2023 Q1	$1.51M	Buy	4,541 +1,300	+40%	+$432K	0.36%	23
2022 Q4	$1.08M	Hold	3,241	–	–	0.28%	29
2022 Q3	$934K	Sell	3,241 -1,300	-29%	-$413K	0.31%	28
2022 Q2	$1.4M	Hold	4,541	–	–	0.41%	21
2022 Q1	$1.58M	Hold	4,541	–	–	0.4%	23
2021 Q4	$1.65M	Buy	+4,541	New	+$1.61M	0.42%	23