Wealthspan 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	$355K	Hold	767	–	–	0.13%	92
2025 Q4	$369K	Sell	767 -17	-2%	-$8.04K	0.13%	88
2025 Q3	$364K	Sell	784 -45	-5%	-$20.3K	0.14%	89
2025 Q2	$365K	Sell	829 -286	-26%	-$119K	0.15%	85
2025 Q1	$468K	Sell	1,115 -43	-4%	-$18.6K	0.22%	66
2024 Q4	$493K	Sell	1,158 -119	-9%	-$51.5K	0.24%	67
2024 Q3	$540K	Sell	1,277 -15	-1%	-$6.09K	0.27%	62
2024 Q2	$505K	Sell	1,292 -19	-1%	-$7.38K	0.28%	58
2024 Q1	$521K	Sell	1,311 -10	-0.8%	-$3.85K	0.31%	58
2023 Q4	$498K	Hold	1,321	–	–	0.35%	47
2023 Q3	$442K	Hold	1,321	–	–	0.35%	50
2023 Q2	$454K	Hold	1,321	–	–	0.36%	43
2023 Q1	$439K	Hold	1,321	–	–	0.38%	47
2022 Q4	$438K	Hold	1,321	–	–	0.4%	46
2022 Q3	$380K	Hold	1,321	–	–	0.39%	44
2022 Q2	$407K	Buy	1,321 +193	+17%	+$63.1K	0.42%	41
2022 Q1	$391K	Hold	1,128	–	–	0.35%	48
2021 Q4	$410K	Buy	+1,128	New	+$401K	0.36%	47