EnRich Financial Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

EnRich Financial Partners’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
2025 Q3	$444K	Hold
2025 Q2	$412K	Sell
2025 Q1	$396K	Buy
2024 Q4	$406K	Buy
2024 Q3	$286K	Sell
2024 Q2	$273K	Sell
2024 Q1	$265K	Sell
2023 Q4	$247K	Buy