Octavia 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	$214K	Hold	462	–	–	0.02%	219
2025 Q4	$223K	Sell	462 -62	-12%	-$29.3K	0.02%	224
2025 Q3	$243K	Buy	524 +49	+10%	+$22.1K	0.02%	223
2025 Q2	$210K	Sell	475 -50	-10%	-$20.7K	0.02%	215
2025 Q1	$221K	Sell	525 -260	-33%	-$112K	0.03%	207
2024 Q4	$335K	Hold	785	–	–	0.04%	152
2024 Q3	$333K	Sell	785 -57	-7%	-$23.2K	0.04%	156
2024 Q2	$330K	Buy	842 +117	+16%	+$45.4K	0.05%	158
2024 Q1	$289K	Sell	725 -54	-7%	-$20.8K	0.04%	171
2023 Q4	$294K	Sell	779 -67	-8%	-$23.4K	0.05%	174
2023 Q3	$284K	Buy	846 +68	+9%	+$23.6K	0.06%	154
2023 Q2	$268K	Sell	778 -19	-2%	-$6.39K	0.05%	153
2023 Q1	$266K	Buy	797 +75	+10%	+$24.9K	0.06%	147
2022 Q4	$240K	Sell	722 -55	-7%	-$17.9K	0.06%	160
2022 Q3	$224K	Hold	777	–	–	0.06%	149
2022 Q2	$239K	Buy	777 +13	+2%	+$4.25K	0.06%	144
2022 Q1	$266K	Buy	+764	New	+$265K	0.06%	154