Hall Private Wealth Advisors’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
Q3
Sell
-469
Closed -$208K 44
2023
Q2
$208K Sell
469
-24
-5% -$10.6K 0.11% 42
2023
Q1
$202K Buy
+493
New +$202K 0.11% 46