Veritable’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
2023 Q3	–	Sell	-1,678	Closed	-$577K	–	215
2023 Q2	$577K	Sell	1,678 -90	-5%	-$30.3K	0.01%	502
2023 Q1	$588K	Hold	1,768	–	–	0.01%	491
2022 Q4	$586K	Buy	1,768 +90	+5%	+$29.3K	0.01%	483
2022 Q3	$482K	Buy	+1,678	New	+$533K	0.01%	507
2018 Q1	–	Sell	-483	Closed	-$119K	–	805
2017 Q4	$119K	Buy	+483	New	+$114K	﹤0.01%	781
2015 Q2	–	Sell	-4,462	Closed	-$792K	–	777
2015 Q1	$792K	Hold	4,462	–	–	0.02%	461
2014 Q4	$794K	Sell	4,462 -1,200	-21%	-$208K	0.02%	468
2014 Q3	$963K	Buy	5,662 +371	+7%	+$62.8K	0.02%	417
2014 Q2	$888K	Buy	5,291 +530	+11%	+$87.9K	0.02%	432
2014 Q1	$782K	Sell	4,761 -161	-3%	-$26K	0.02%	454
2013 Q4	$814K	Buy	4,922 +1,129	+30%	+$177K	0.02%	435
2013 Q3	$573K	Sell	3,793 -1,190	-24%	-$182K	0.01%	531
2013 Q2	$740K	Buy	+4,983	New	+$744K	0.02%	466