Pacific Sun Financial’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	$396K	Buy	854 +10	+1%	+$4.84K	0.19%	142
2025 Q4	$406K	Sell	844 -1	-0.1%	-$473	0.2%	138
2025 Q3	$392K	Hold	845	–	–	0.19%	137
2025 Q2	$372K	Hold	845	–	–	0.19%	137
2025 Q1	$355K	Hold	845	–	–	0.2%	139
2024 Q4	$360K	Hold	845	–	–	0.2%	136
2024 Q3	$358K	Sell	845 -100	-11%	-$40.6K	0.2%	135
2024 Q2	$370K	Hold	945	–	–	0.22%	124
2024 Q1	$376K	Hold	945	–	–	0.22%	129
2023 Q4	$356K	Hold	945	–	–	0.22%	121
2023 Q3	$317K	Sell	945 -1	-0.1%	-$347	0.22%	121
2023 Q2	$315K	Buy	+946	New	+$318K	0.21%	128
2022 Q4	$313K	Hold	946	–	–	0.22%	127
2022 Q3	$272K	Hold	946	–	–	0.19%	139
2022 Q2	$291K	Sell	946 -12	-1%	-$3.92K	0.19%	135
2022 Q1	$332K	Buy	958 +50	+6%	+$17.3K	0.18%	135
2021 Q4	$330K	Hold	908	–	–	0.18%	140
2021 Q3	$307K	Buy	+908	New	+$317K	0.18%	134
2020 Q3	$219K	Buy	+790	New	+$216K	0.18%	141