Avantax Advisory Services’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
2024 Q4	–	Sell	-3,603	Closed	-$201K	–	2204
2024 Q3	$201K	Sell	3,603 -339	-9%	-$18.9K	﹤0.01%	2002
2024 Q2	$209K	Buy	+3,942	New	+$209K	﹤0.01%	1927