ShoreHaven Wealth Partners’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
2025
Q2
$205K Buy
+332
New +$205K 0.08% 96
2025
Q1
Sell
-495
Closed -$290K 93
2024
Q4
$290K Hold
495
0.14% 78
2024
Q3
$284K Buy
+495
New +$284K 0.14% 77