Second Half Financial 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	$2.13M	Sell	4,589 -59	-1%	-$28.6K	0.96%	15
2025 Q4	$2.23M	Sell	4,648 -41	-0.9%	-$19.4K	0.99%	13
2025 Q3	$2.17M	Sell	4,689 -13	-0.3%	-$5.86K	0.96%	15
2025 Q2	$2.07M	Sell	4,702 -43	-0.9%	-$17.8K	0.98%	15
2025 Q1	$1.99M	Sell	4,745 -85	-2%	-$36.8K	0.99%	18
2024 Q4	$2.06M	Sell	4,830 -45	-0.9%	-$19.5K	1%	23
2024 Q3	$2.06M	Sell	4,875 -6	-0.1%	-$2.44K	1.09%	29
2024 Q2	$1.91M	Sell	4,881 -105	-2%	-$40.8K	1.53%	18
2024 Q1	$1.98M	Sell	4,986 -158	-3%	-$60.9K	0.88%	35
2023 Q4	$1.94M	Sell	5,144 -64	-1%	-$22.4K	0.96%	27
2023 Q3	$1.74M	Sell	5,208 -20,637	-80%	-$7.16M	0.87%	19
2023 Q2	$8.89M	Buy	25,845 +20,395	+374%	+$6.86M	2.03%	9
2023 Q1	$1.81M	Sell	5,450 -55	-1%	-$18.3K	1.08%	16
2022 Q4	$1.88M	Sell	5,505 -102	-2%	-$33.2K	1.22%	20
2022 Q3	$1.61M	Sell	5,607 -628	-10%	-$200K	2%	15
2022 Q2	$2.06M	Hold	6,235	–	–	1.58%	30
2022 Q1	$2.06M	Buy	+6,235	New	+$2.16M	1.58%	30