Kiely Wealth Advisory Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$233K Hold
2024
Q3
$230K Hold
2024
Q2
$204K Buy
2024
Q1
$140K Sell
2023
Q4
$260K Buy