Comprehensive Financial Planning’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	$2.34M	Sell	3,791 -57	-1%	-$35.2K	1.84%	11
2025 Q1	$2.15M	Sell	3,848 -48	-1%	-$26.9K	2.09%	11
2024 Q4	$2.28M	Buy	+3,896	New	+$2.28M	1.93%	13