Ridgecrest 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	$298K	Sell	644 -100	-13%	-$48.4K	0.16%	77
2025 Q4	$358K	Hold	744	–	–	0.19%	71
2025 Q3	$345K	Hold	744	–	–	0.16%	80
2025 Q2	$328K	Hold	744	–	–	0.17%	75
2025 Q1	$312K	Hold	744	–	–	0.16%	79
2024 Q4	$317K	Sell	744 -296	-28%	-$128K	0.17%	75
2024 Q3	$440K	Hold	1,040	–	–	0.23%	69
2024 Q2	$407K	Hold	1,040	–	–	0.24%	69
2024 Q1	$414K	Hold	1,040	–	–	0.25%	68
2023 Q4	$392K	Hold	1,040	–	–	0.26%	64
2023 Q3	$348K	Hold	1,040	–	–	0.24%	64
2023 Q2	$358K	Hold	1,040	–	–	0.24%	67
2023 Q1	$346K	Hold	1,040	–	–	0.25%	66
2022 Q4	$345K	Hold	1,040	–	–	0.26%	65
2022 Q3	$299K	Hold	1,040	–	–	0.24%	71
2022 Q2	$320K	Hold	1,040	–	–	0.23%	77
2022 Q1	$361K	Hold	1,040	–	–	0.23%	79
2021 Q4	$378K	Hold	1,040	–	–	0.18%	89
2021 Q3	$352K	Hold	1,040	–	–	0.19%	83
2021 Q2	$359K	Buy	+1,040	New	+$355K	0.22%	79