Nauset Wealth Management’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
2022
Q1
$343K Sell
760
-165
-18% -$74.5K 0.27% 46
2021
Q4
$440K Buy
+925
New +$440K 0.42% 36