FinDec Wealth Services’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
2023
Q4
Sell
-906
Closed -$387K 45
2023
Q3
$387K Buy
906
+155
+21% +$66.3K 0.28% 34
2023
Q2
$333K Buy
751
+170
+29% +$75.4K 0.23% 36
2023
Q1
$238K Buy
+581
New +$238K 0.18% 39