PDS Planning’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	$275K	Buy	594 +1	+0.2%	+$484	0.02%	416
2025 Q4	$285K	Hold	593	–	–	0.02%	398
2025 Q3	$275K	Hold	593	–	–	0.02%	405
2025 Q2	$261K	Buy	593 +1	+0.2%	+$415	0.02%	395
2025 Q1	$249K	Hold	592	–	–	0.02%	372
2024 Q4	$252K	Sell	592 -5	-0.8%	-$2.16K	0.02%	343
2024 Q3	$252K	Buy	597 +1	+0.2%	+$406	0.02%	346
2024 Q2	$233K	Hold	596	–	–	0.02%	324
2024 Q1	$237K	Buy	596 +1	+0.2%	+$385	0.02%	321
2023 Q4	$224K	Buy	+595	New	+$208K	0.03%	303
2023 Q3	–	Sell	-594	Closed	-$204K	–	344
2023 Q2	$204K	Buy	+594	New	+$200K	0.03%	294
2022 Q2	–	Sell	-594	Closed	-$206K	–	227
2022 Q1	$206K	Buy	+594	New	+$206K	0.04%	209