WealthPlan Investment Management’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$705K	Buy	1,599 +725	+83%	+$320K	0.05%	207
2025 Q1	$367K	Sell	874 -6	-0.7%	-$2.52K	0.04%	203
2024 Q4	$374K	Buy	880 +332	+61%	+$141K	0.04%	197
2024 Q3	$232K	Buy	+548	New	+$232K	0.02%	231