WWA
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Wingate Wealth Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wingate Wealth Advisors’s Portfolio DIA Stock Details DIA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$269K Hold
611
– – 0.24% 85
2025
Q1 		$256K Sell
611
-93
-13% -$39K 0.3% 81
2024
Q4 		$299K Buy
+704
New +$299K 0.29% 75