Talisman Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Sell
2025
Q2
$265K Hold
2025
Q1
$240K Hold
2024
Q4
$251K Sell
2024
Q3
$268K Sell
2024
Q2
$259K Buy