AOWM
Alpha Omega 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
4,550
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $208K | Hold |
4,550
| – | – | 0.04% | 196 |
|
|
2024
Q4 | $219K | Sell |
4,550
-200
| -4% | -$9.63K | 0.04% | 194 |
|
|
2024
Q3 | $224K | Sell |
4,750
-200
| -4% | -$9.45K | 0.04% | 193 |
|
|
2024
Q2 | $221K | Hold |
4,950
| – | – | 0.04% | 195 |
|
|
2024
Q1 | $212K | Buy |
+4,950
| New | +$212K | 0.04% | 200 |
|
|
2019
Q3 | – | Sell |
-1,650
| Closed | -$118K | – | 504 |
|
|
2019
Q2 | $118K | Hold |
1,650
| – | – | 0.05% | 182 |
|
|
2019
Q1 | $113K | Hold |
1,650
| – | – | 0.05% | 183 |
|
|
2018
Q4 | $101K | Hold |
1,650
| – | – | 0.05% | 177 |
|
|
2018
Q3 | $117K | Hold |
1,650
| – | – | 0.05% | 167 |
|
|
2018
Q2 | $109K | Hold |
1,650
| – | – | 0.05% | 173 |
|
|
2018
Q1 | $106K | Hold |
1,650
| – | – | 0.05% | 167 |
|
|
2017
Q4 | $107K | Hold |
1,650
| – | – | 0.05% | 168 |
|
|
2017
Q3 | $101K | Hold |
1,650
| – | – | 0.05% | 173 |
|
|
2017
Q2 | $97K | Hold |
1,650
| – | – | 0.05% | 176 |
|
|
2017
Q1 | $94K | Hold |
1,650
| – | – | 0.05% | 177 |
|
|
2016
Q4 | $88K | Buy |
+1,650
| New | +$88K | 0.05% | 182 |
|