Wealth Management Partners’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	$1.28M	Sell	2,769 -1,239	-31%	-$600K	0.37%	58
2025 Q4	$1.93M	Hold	4,008	–	–	0.55%	40
2025 Q3	$1.86M	Buy	4,008 +186	+5%	+$83.8K	0.59%	36
2025 Q2	$1.7M	Buy	3,822 +1,045	+38%	+$434K	0.6%	38
2025 Q1	$1.17M	Hold	2,777	–	–	0.54%	40
2024 Q4	$1.18M	Buy	2,777 +12	+0.4%	+$5.19K	0.51%	45
2024 Q3	$1.17M	Sell	2,765 -101	-4%	-$41K	0.54%	41
2024 Q2	$1.12M	Sell	2,866 -26	-0.9%	-$10.1K	0.55%	41
2024 Q1	$1.15M	Sell	2,892 -66	-2%	-$25.4K	0.58%	39
2023 Q4	$1.11M	Hold	2,958	–	–	0.62%	37
2023 Q3	$991K	Sell	2,958 -34	-1%	-$11.8K	0.62%	35
2023 Q2	$1.03M	Sell	2,992 -198	-6%	-$66.6K	0.65%	32
2023 Q1	$1.06M	Buy	3,190 +190	+6%	+$63.1K	0.74%	30
2022 Q4	$1.07M	Hold	3,000	–	–	0.89%	25
2022 Q3	$956K	Hold	3,000	–	–	0.84%	27
2022 Q2	$1M	Hold	3,000	–	–	0.88%	27
2022 Q1	$1.13M	Hold	3,000	–	–	0.81%	29
2021 Q4	$1.18M	Sell	3,000 -251	-8%	-$89.2K	0.81%	27
2021 Q3	$1.1M	Hold	3,251	–	–	0.82%	31
2021 Q2	$1.12M	Sell	3,251 -44	-1%	-$15K	0.78%	33
2021 Q1	$1.1M	Sell	3,295 -294	-8%	-$92.8K	0.82%	35
2020 Q4	$1.11M	Buy	+3,589	New	+$1.04M	0.87%	30