Atria Wealth Solutions’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 | – | Sell |
-20,549
| Closed | -$940K | – | 1858 |
|
2025
Q1 | $940K | Buy |
20,549
+12,273
| +148% | +$561K | 0.01% | 908 |
|
2024
Q4 | $398K | Buy |
8,276
+3
| +0% | +$144 | ﹤0.01% | 1369 |
|
2024
Q3 | $391K | Buy |
8,273
+3
| +0% | +$142 | ﹤0.01% | 1352 |
|
2024
Q2 | $369K | Buy |
8,270
+4
| +0% | +$178 | ﹤0.01% | 1375 |
|
2024
Q1 | $354K | Buy |
8,266
+1,920
| +30% | +$82.2K | ﹤0.01% | 1441 |
|
2023
Q4 | $246K | Buy |
6,346
+1
| +0% | +$39 | ﹤0.01% | 1626 |
|
2023
Q3 | $220K | Buy |
6,345
+1
| +0% | +$35 | ﹤0.01% | 1618 |
|
2023
Q2 | $229K | Buy |
6,344
+2
| +0% | +$72 | ﹤0.01% | 1604 |
|
2023
Q1 | $211K | Sell |
6,342
-156
| -2% | -$5.19K | ﹤0.01% | 1638 |
|
2022
Q4 | $202K | Buy |
+6,498
| New | +$202K | ﹤0.01% | 1599 |
|
2022
Q3 | – | Sell |
-6,765
| Closed | -$208K | – | 1818 |
|
2022
Q2 | $208K | Sell |
6,765
-345
| -5% | -$10.6K | ﹤0.01% | 1410 |
|
2022
Q1 | $263K | Buy |
+7,110
| New | +$263K | ﹤0.01% | 1388 |
|