RWA 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	$342K	Hold	739	–	–	﹤0.01%	514
2025 Q4	$355K	Sell	739 -436	-37%	-$206K	﹤0.01%	492
2025 Q3	$545K	Hold	1,175	–	–	0.01%	427
2025 Q2	$518K	Buy	1,175 +571	+95%	+$237K	0.01%	421
2025 Q1	$254K	Sell	604 -1,777	-75%	-$769K	﹤0.01%	502
2024 Q4	$1.01M	Sell	2,381 -565	-19%	-$245K	0.01%	322
2024 Q3	$1.25M	Buy	2,946 +110	+4%	+$44.7K	0.02%	290
2024 Q2	$1.11M	Buy	2,836 +9	+0.3%	+$3.49K	0.01%	288
2024 Q1	$1.12M	Hold	2,827	–	–	0.02%	291
2023 Q4	$1.07M	Buy	2,827 +291	+11%	+$102K	0.02%	284
2023 Q3	$849K	Buy	2,536 +746	+42%	+$259K	0.02%	206
2023 Q2	$615K	Buy	1,790 +1,053	+143%	+$354K	0.01%	209
2023 Q1	$245K	Hold	737	–	–	0.01%	232
2022 Q4	$250K	Hold	737	–	–	0.01%	233
2022 Q3	$212K	Hold	737	–	–	0.01%	226
2022 Q2	$227K	Hold	737	–	–	0.02%	219
2022 Q1	$255K	Hold	737	–	–	0.02%	224
2021 Q4	$268K	Buy	737 +1	+0.1%	+$355	0.02%	222
2021 Q3	$249K	Buy	736 +1	+0.1%	+$349	0.02%	223
2021 Q2	$254K	Buy	735 +1	+0.1%	+$341	0.02%	218
2021 Q1	$242K	Buy	734 +1	+0.1%	+$316	0.02%	221
2020 Q4	$224K	Buy	733 +1	+0.1%	+$291	0.02%	220
2020 Q3	$203K	Buy	+732	New	+$200K	0.02%	208
2020 Q1	–	Sell	-729	Closed	-$208K	–	210
2019 Q4	$208K	Buy	+729	New	+$201K	0.02%	234
2018 Q3	–	Sell	-872	Closed	-$212K	–	352
2018 Q2	$212K	Buy	872 +211	+32%	+$51.8K	0.02%	223
2018 Q1	$160K	Buy	+661	New	+$166K	0.02%	216