Mosaic Financial Group’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 Q3	–	Sell	-733	Closed	-$399K	–	135
2024 Q2	$399K	Buy	+733	New	+$399K	0.29%	66