Koa Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Koa Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$446K	Buy
2025 Q2	$326K	Buy
2025 Q1	$239K	Buy
2024 Q4	$232K	Sell
2024 Q3	$289K	Sell
2024 Q2	$279K	Buy
2024 Q1	$242K	Buy