AP
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Appleton Partners’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
2021
Q3
Sell
-2,030
Closed -$215K 298
2021
Q2
$215K Buy
+2,030
New +$215K 0.02% 282
2020
Q1
Sell
-3,530
Closed -$278K 287
2019
Q4
$278K Hold
3,530
0.03% 252
2019
Q3
$256K Hold
3,530
0.03% 252
2019
Q2
$253K Hold
3,530
0.03% 254
2019
Q1
$241K Hold
3,530
0.03% 244
2018
Q4
$215K Hold
3,530
0.03% 244
2018
Q3
$249K Sell
3,530
-845
-19% -$59.6K 0.03% 236
2018
Q2
$288K Hold
4,375
0.04% 223
2018
Q1
$282K Hold
4,375
0.04% 222
2017
Q4
$283K Sell
4,375
-765
-15% -$49.5K 0.04% 223
2017
Q3
$313K Buy
+5,140
New +$313K 0.05% 195