Meredith Wealth Planning’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
2023
Q2
Sell
-1,127
Closed -$461K 60
2023
Q1
$461K Sell
1,127
-12
-1% -$4.91K 0.37% 27
2022
Q4
$436K Buy
+1,139
New +$436K 0.38% 25