Lakeshore Financial Planning’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Lakeshore Financial Planning’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 Q2	$593K	Buy
2025 Q1	$379K	Sell
2024 Q4	$446K	Buy
2024 Q3	$349K	Sell
2024 Q2	$337K	Buy
2024 Q1	$315K	Buy
2023 Q4	$266K	Sell
2023 Q3	$525K	Buy