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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-626	Closed	-$359K	–	104
2024 Q3	$359K	Buy	626 +53	+9%	+$30.4K	0.26%	51
2024 Q2	$312K	Hold	573	–	–	0.25%	51
2024 Q1	$300K	Hold	573	–	–	0.25%	49
2023 Q4	$272K	Buy	+573	New	+$272K	0.25%	51