WEPOG
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Wealth Enhancement & Preservation of GA’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$38.1M Buy
85,958
+57,167
+199% +$25.3M 36.58% 1
2023
Q1
$11.8M Buy
+28,791
New +$11.8M 14.12% 1
2020
Q1
Sell
-1,568
Closed -$504K 58
2019
Q4
$504K Buy
+1,568
New +$504K 0.26% 43