Kathleen S. Wright Associates’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 Q1	–	Sell	-277	Closed	-$114K	–	201
2022 Q4	$114K	Buy	+277	New	+$114K	0.08%	98
2022 Q2	–	Sell	-92	Closed	-$42K	–	158
2022 Q1	$42K	Hold	92	–	–	0.03%	111
2021 Q4	$44K	Buy	+92	New	+$44K	0.03%	106