Berry Wealth Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$359K Buy
2024
Q2
$312K Hold
2024
Q1
$300K Hold
2023
Q4
$272K Buy