Triad Financial Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Triad Financial Advisors’s Portfolio SPY Stock Details SPY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$4.75M	Sell
2023 Q2	$5.11M	Buy
2023 Q1	$4.71M	Sell
2022 Q4	$4.57M	Sell
2022 Q3	$4.38M	Sell
2022 Q2	$4.72M	Sell
2022 Q1	$5.72M	Buy
2021 Q4	$6.01M	Buy