Appleton Partners’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $278K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $215K | Hold |
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|
2018
Q3 | $249K | Sell |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $282K | Hold |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $313K | Buy |
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