Lineweaver Wealth Advisors’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
Q1
Sell
-999
Closed -$475K 131
2023
Q4
$475K Buy
+999
New +$475K 0.12% 100