Regent Peak Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-569	Closed	-$242K	–	181
2024 Q4	$242K	Sell	569 -4	-0.7%	-$1.7K	0.05%	143
2024 Q3	$242K	Buy	+573	New	+$242K	0.06%	145
2021 Q1	–	Sell	-396	Closed	-$121K	–	352
2020 Q4	$121K	Buy	+396	New	+$121K	0.04%	188