AP
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 |
|