Optivise Advisory Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39M	Sell	3,159 -331	-9%	-$146K	0.71%	35
2025 Q1	$1.47M	Buy	3,490 +176	+5%	+$73.9K	0.82%	27
2024 Q4	$1.41M	Buy	3,314 +473	+17%	+$201K	0.76%	35
2024 Q3	$1.2M	Sell	2,841 -616	-18%	-$261K	0.63%	41
2024 Q2	$1.35M	Buy	+3,457	New	+$1.35M	0.73%	37