SWM

SilverOak Wealth Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	+706	New	+$311K	0.06%	88
2024 Q2	–	Sell	-800	Closed	-$318K	–	96
2024 Q1	$318K	Hold	800	–	–	0.08%	68
2023 Q4	$301K	Buy	+800	New	+$301K	0.08%	67