AWM
Aevitas Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-797
| Closed | -$54K | – | 305 |
|
|
2019
Q1 | $54K | Buy |
797
+1
| +0.1% | +$68 | 0.05% | 183 |
|
|
2018
Q4 | $49K | Buy |
796
+2
| +0.3% | +$123 | 0.05% | 182 |
|
|
2018
Q3 | $56K | Sell |
794
-43
| -5% | -$3.03K | 0.05% | 192 |
|
|
2018
Q2 | $55K | Buy |
837
+2
| +0.2% | +$131 | 0.05% | 185 |
|
|
2018
Q1 | $54K | Buy |
835
+1
| +0.1% | +$65 | 0.05% | 180 |
|
|
2017
Q4 | $54K | Buy |
+834
| New | +$54K | 0.05% | 183 |
|