Zynergy Retirement Planning’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
2025 Q2	–	Sell	-229	Closed	-$134K	–	91
2025 Q1	$134K	Hold	229	–	–	0.1%	31
2024 Q4	$131K	Hold	229	–	–	0.09%	32
2024 Q3	$131K	Buy	229 +10	+5%	+$5.74K	0.09%	32
2024 Q2	$119K	Buy	+219	New	+$119K	0.09%	32