Schrum Private Wealth Management’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	$346K	Buy	748 +1	+0.1%	+$484	0.26%	94
2025 Q4	$359K	Buy	747 +2	+0.3%	+$946	0.27%	91
2025 Q3	$345K	Sell	745 -14	-2%	-$6.31K	0.25%	92
2025 Q2	$335K	Sell	759 -31	-4%	-$12.9K	0.27%	91
2025 Q1	$332K	Sell	790 -392	-33%	-$170K	0.29%	88
2024 Q4	$503K	Sell	1,182 -1,020	-46%	-$442K	0.43%	61
2024 Q3	$931K	Buy	2,202 +1,023	+87%	+$416K	0.48%	53
2024 Q2	$461K	Buy	1,179 +2	+0.2%	+$776	0.42%	63
2024 Q1	$468K	Buy	1,177 +537	+84%	+$207K	0.42%	61
2023 Q4	$241K	Buy	+640	New	+$224K	0.34%	78
2023 Q3	–	Sell	-593	Closed	-$204K	–	112
2023 Q2	$204K	Buy	+593	New	+$200K	0.22%	108