Pinnacle Wealth Planning Services’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	$1.02M	Hold	2,211	–	–	0.11%	110
2025 Q4	$1.06M	Buy	2,211 +1	+0%	+$473	0.11%	94
2025 Q3	$1.02M	Sell	2,210 -50	-2%	-$22.5K	0.12%	98
2025 Q2	$996K	Buy	2,260 +350	+18%	+$145K	0.13%	94
2025 Q1	$802K	Buy	1,910 +110	+6%	+$47.6K	0.12%	97
2024 Q4	$766K	Buy	1,800 +1,270	+240%	+$550K	0.12%	101
2024 Q3	$224K	Buy	+530	New	+$215K	0.03%	419
2023 Q1	–	Sell	-19,094	Closed	-$6.33M	–	483
2022 Q4	$6.33M	Hold	19,094	–	–	1.12%	14
2022 Q3	$5.49M	Hold	19,094	–	–	1.02%	18
2022 Q2	$5.88M	Hold	19,094	–	–	1.06%	17
2022 Q1	$6.62M	Buy	19,094 +30	+0.2%	+$10.4K	1.21%	17
2021 Q4	$6.93M	Hold	19,064	–	–	1.39%	16
2021 Q3	$6.45M	Hold	19,064	–	–	1.43%	16
2021 Q2	$6.58M	Hold	19,064	–	–	1.61%	14
2021 Q1	$6.29M	Sell	19,064 -40	-0.2%	-$12.6K	1.63%	13
2020 Q4	$5.84M	Hold	19,104	–	–	1.4%	11
2020 Q3	$5.3M	Hold	19,104	–	–	1.76%	11
2020 Q2	$4.93M	Sell	19,104 -353	-2%	-$86.8K	1.61%	14
2020 Q1	$4.26M	Buy	+19,457	New	+$5.17M	2.03%	8