EFP
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Envision Financial Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Envision Financial Planning’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-345
Closed -$202K – 47
2024
Q4 		$202K Buy
+345
New +$202K 0.1% 44