Roehl & Yi Investment Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Roehl & Yi Investment Advisors’s Portfolio DIA Stock Details DIA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$695K	Sell
2025 Q4	$742K	Hold
2025 Q3	$716K	Hold
2025 Q2	$681K	Hold
2025 Q1	$649K	Hold
2024 Q4	$657K	Buy