U.S. Capital 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	$7.04M	Sell	15,209 -1,463	-9%	-$709K	0.18%	139
2025 Q4	$8.01M	Buy	16,672 +168	+1%	+$79.5K	0.21%	123
2025 Q3	$7.65M	Sell	16,504 -785	-5%	-$354K	0.21%	127
2025 Q2	$7.62M	Buy	17,289 +163	+1%	+$67.6K	0.22%	123
2025 Q1	$7.19M	Sell	17,126 -551	-3%	-$238K	0.22%	120
2024 Q4	$7.52M	Sell	17,677 -18,680	-51%	-$8.09M	0.23%	100
2024 Q3	$15.4M	Buy	36,357 +33,336	+1,103%	+$13.5M	0.54%	41
2024 Q2	$1.18M	Sell	3,021 -915	-23%	-$355K	0.04%	325
2024 Q1	$1.57M	Buy	3,936 +590	+18%	+$227K	0.06%	269
2023 Q4	$1.26M	Sell	3,346 -1,275	-28%	-$446K	0.05%	299
2023 Q3	$1.55M	Hold	4,621	–	–	0.07%	244
2023 Q2	$1.59M	Hold	4,621	–	–	0.08%	248
2023 Q1	$1.54M	Sell	4,621 -78	-2%	-$25.9K	0.07%	242
2022 Q4	$1.56M	Sell	4,699 -113	-2%	-$36.7K	0.07%	252
2022 Q3	$1.38M	Hold	4,812	–	–	0.07%	271
2022 Q2	$1.48M	Sell	4,812 -215	-4%	-$70.3K	0.07%	278
2022 Q1	$1.74M	Sell	5,027 -317	-6%	-$110K	0.06%	290
2021 Q4	$1.94M	Sell	5,344 -9	-0.2%	-$3.2K	0.08%	265
2021 Q3	$1.81M	Buy	+5,353	New	+$1.87M	0.08%	267