Oxford Wealth 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
Q4
$230K Buy
+393
New +$230K 0.15% 55
2024
Q2
Sell
-440
Closed -$230K 72
2024
Q1
$230K Buy
+440
New +$230K 0.21% 52