WMS
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Wealth Management Solutions’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Wealth Management Solutions’s Portfolio SPY Stock Details SPY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$207K Sell
484
-16
-3% -$6.84K 0.14% 75
2023
Q2 		$222K Sell
500
-156
-24% -$69.2K 0.14% 73
2023
Q1 		$269K Sell
656
-2
-0.3% -$819 0.15% 71
2022
Q4 		$252K Buy
+658
New +$252K 0.13% 76