Walden 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
2024
Q2
$1.9M Hold
3,482
1.06% 19
2024
Q1
$1.79M Buy
3,482
+1
+0% +$513 1.04% 19
2023
Q4
$1.65M Buy
+3,481
New +$1.65M 1.04% 21