Armbruster Capital Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
32,104
+300
| +0.9% | +$17.6K | 0.34% | 43 |
|
|
2025
Q1 | $1.7M | Buy |
31,804
+1,074
| +3% | +$57.5K | 0.34% | 41 |
|
|
2024
Q4 | $1.74M | Sell |
30,730
-1,000
| -3% | -$56.5K | 0.35% | 41 |
|
|
2024
Q3 | $1.77M | Sell |
31,730
-7,700
| -20% | -$429K | 0.35% | 44 |
|
|
2024
Q2 | $2.09M | Buy |
39,430
+50
| +0.1% | +$2.66K | 0.43% | 35 |
|
|
2024
Q1 | $1.99M | Buy |
39,380
+3,430
| +10% | +$174K | 0.42% | 34 |
|
|
2023
Q4 | $1.66M | Buy |
35,950
+200
| +0.6% | +$9.24K | 0.38% | 36 |
|
|
2023
Q3 | $1.48M | Sell |
35,750
-25
| -0.1% | -$1.04K | 0.37% | 38 |
|
|
2023
Q2 | $1.54M | Buy |
35,775
+1,125
| +3% | +$48.4K | 0.38% | 38 |
|
|
2023
Q1 | $1.37M | Buy |
34,650
+5,850
| +20% | +$231K | 0.35% | 39 |
|
|
2022
Q4 | $1.06M | Buy |
28,800
+3,825
| +15% | +$140K | 0.27% | 41 |
|
|
2022
Q3 | $850K | Buy |
24,975
+1,050
| +4% | +$35.7K | 0.24% | 51 |
|
|
2022
Q2 | $867K | Sell |
23,925
-800
| -3% | -$29K | 0.23% | 53 |
|
|
2022
Q1 | $1.07M | Buy |
+24,725
| New | +$1.07M | 0.26% | 52 |
|