Principle Wealth Partners’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	$204K	Sell	440 -100	-19%	-$48.4K	0.01%	367
2025 Q4	$260K	Sell	540 -92	-15%	-$43.5K	0.01%	335
2025 Q3	$293K	Buy	632 +92	+17%	+$41.5K	0.02%	314
2025 Q2	$238K	Hold	540	–	–	0.01%	336
2025 Q1	$227K	Hold	540	–	–	0.02%	323
2024 Q4	$230K	Hold	540	–	–	0.02%	316
2024 Q3	$228K	Hold	540	–	–	0.02%	314
2024 Q2	$211K	Buy	540 +35	+7%	+$13.6K	0.02%	317
2024 Q1	$201K	Buy	+505	New	+$195K	0.02%	338
2020 Q3	–	Sell	-250	Closed	-$64K	–	219
2020 Q2	$64K	Buy	+250	New	+$61.5K	0.02%	253
2020 Q1	–	Sell	-700	Closed	-$200K	–	146
2019 Q4	$200K	Buy	+700	New	+$193K	0.06%	161