Brass Tax Wealth Management’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
2025 Q2	$5.69M	Buy	9,215 +5	+0.1%	+$3.09K	1.1%	20
2025 Q1	$5.15M	Buy	9,210 +207	+2%	+$116K	1.08%	22
2024 Q4	$5.28M	Buy	9,003 +185	+2%	+$108K	1.11%	22
2024 Q3	$5.06M	Buy	8,818 +8,120	+1,163%	+$4.66M	1.08%	20
2024 Q2	$380K	Buy	+698	New	+$380K	0.16%	75