Compass Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Compass Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$1.35M	Buy
2022 Q4	$1.26M	Buy
2022 Q3	$1.18M	Buy
2022 Q2	$1.24M	Buy
2022 Q1	$1.43M	Buy
2021 Q4	$1.49M	Buy