SOA Wealth Advisors’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	$295K	Buy	637 +29	+5%	+$14K	0.06%	159
2025 Q4	$292K	Hold	608	–	–	0.05%	164
2025 Q3	$282K	Hold	608	–	–	0.05%	166
2025 Q2	$268K	Hold	608	–	–	0.05%	171
2025 Q1	$255K	Hold	608	–	–	0.05%	166
2024 Q4	$259K	Hold	608	–	–	0.05%	158
2024 Q3	$257K	Sell	608 -11	-2%	-$4.47K	0.05%	159
2024 Q2	$242K	Hold	619	–	–	0.05%	163
2024 Q1	$246K	Buy	619 +22	+4%	+$8.47K	0.05%	164
2023 Q4	$225K	Hold	597	–	–	0.05%	162
2023 Q3	$200K	Hold	597	–	–	0.05%	163
2023 Q2	$205K	Sell	597 -190	-24%	-$63.9K	0.05%	158
2023 Q1	$262K	Hold	787	–	–	0.06%	135
2022 Q4	$261K	Hold	787	–	–	0.07%	128
2022 Q3	$226K	Hold	787	–	–	0.07%	136
2022 Q2	$242K	Hold	787	–	–	0.07%	130
2022 Q1	$272K	Hold	787	–	–	0.07%	137
2021 Q4	$286K	Buy	787 +565	+255%	+$201K	0.07%	133
2021 Q3	$75K	Buy	222 +190	+594%	+$66.4K	0.02%	258
2021 Q2	$11K	Hold	32	–	–	﹤0.01%	559
2021 Q1	$10K	Hold	32	–	–	﹤0.01%	511
2020 Q4	$10K	Buy	+32	New	+$9.31K	﹤0.01%	513