EnRich Financial Partners’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 | $412K | Sell |
666
-41
| -6% | -$25.3K | 0.13% | 40 |
|
|
2025
Q1 | $396K | Buy |
707
+14
| +2% | +$7.83K | 0.13% | 37 |
|
|
2024
Q4 | $406K | Buy |
693
+195
| +39% | +$114K | 0.14% | 36 |
|
|
2024
Q3 | $286K | Sell |
498
-3
| -0.6% | -$1.72K | 0.1% | 45 |
|
|
2024
Q2 | $273K | Sell |
501
-5
| -1% | -$2.72K | 0.1% | 45 |
|
|
2024
Q1 | $265K | Sell |
506
-13
| -3% | -$6.8K | 0.1% | 42 |
|
|
2023
Q4 | $247K | Buy |
+519
| New | +$247K | 0.1% | 41 |
|