Paulson Wealth Management’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	$1.75M	Sell	3,771 -36	-0.9%	-$17.4K	0.41%	28
2025 Q4	$1.83M	Buy	3,807 +41	+1%	+$19.4K	0.42%	27
2025 Q3	$1.75M	Sell	3,766 -109	-3%	-$49.1K	0.41%	29
2025 Q2	$1.71M	Buy	3,875 +1	+0%	+$415	0.44%	27
2025 Q1	$1.63M	Sell	3,874 -319	-8%	-$138K	0.46%	28
2024 Q4	$1.78M	Sell	4,193 -1,008	-19%	-$436K	0.49%	28
2024 Q3	$2.2M	Sell	5,201 -883	-15%	-$359K	0.59%	26
2024 Q2	$2.38M	Sell	6,084 -825	-12%	-$320K	0.69%	24
2024 Q1	$2.75M	Sell	6,909 -187	-3%	-$72K	0.81%	22
2023 Q4	$2.67M	Sell	7,096 -392	-5%	-$137K	0.86%	21
2023 Q3	$2.51M	Sell	7,488 -36	-0.5%	-$12.5K	0.88%	21
2023 Q2	$2.59M	Buy	7,524 +5,964	+382%	+$2.01M	0.88%	21
2023 Q1	$519K	Hold	1,560	–	–	0.23%	44
2022 Q4	$517K	Buy	1,560 +1	+0.1%	+$325	0.25%	39
2022 Q3	$448K	Hold	1,559	–	–	0.24%	37
2022 Q2	$480K	Hold	1,559	–	–	0.25%	38
2022 Q1	$541K	Hold	1,559	–	–	0.25%	35
2021 Q4	$566K	Hold	1,559	–	–	0.25%	38
2021 Q3	$527K	Hold	1,559	–	–	0.25%	46
2021 Q2	$538K	Hold	1,559	–	–	0.26%	47
2021 Q1	$531K	Sell	1,559 -100	-6%	-$31.6K	0.26%	45
2020 Q4	$507K	Sell	1,659 -1	-0.1%	-$291	0.3%	44
2020 Q3	$461K	Hold	1,660	–	–	0.3%	47
2020 Q2	$428K	Hold	1,660	–	–	0.3%	50
2020 Q1	$390K	Sell	1,660 -925	-36%	-$246K	0.3%	57
2019 Q4	$758K	Hold	2,585	–	–	0.54%	30
2019 Q3	$696K	Hold	2,585	–	–	0.52%	34
2019 Q2	$707K	Hold	2,585	–	–	0.53%	37
2019 Q1	$670K	Hold	2,585	–	–	0.51%	45
2018 Q4	$631K	Hold	2,585	–	–	0.52%	48
2018 Q3	$650K	Hold	2,585	–	–	0.58%	50
2018 Q2	$627K	Hold	2,585	–	–	0.62%	56
2018 Q1	$624K	Sell	2,585 -52	-2%	-$13.1K	0.62%	55
2017 Q4	$652K	Buy	+2,637	New	+$625K	0.57%	50