Kiely Wealth Advisory Group’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
2024 Q4	$233K	Hold	385	–	–	0.15%	56
2024 Q3	$230K	Hold	385	–	–	0.15%	54
2024 Q2	$204K	Buy	385 +110	+40%	+$58.2K	0.11%	43
2024 Q1	$140K	Sell	275 -256	-48%	-$131K	0.08%	56
2023 Q4	$260K	Buy	+531	New	+$260K	0.15%	38