ShankerValleau Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$320K	Hold
2025 Q2	$304K	Hold
2025 Q1	$290K	Hold
2024 Q4	$294K	Hold
2024 Q3	$292K	Hold
2024 Q2	$270K	Hold
2024 Q1	$274K	Hold
2023 Q4	$260K	Hold
2023 Q3	$231K	Hold
2023 Q2	$237K	Buy