BAM
Baldrige Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $5K | Buy |
138
+92
| +200% | +$3.33K | ﹤0.01% | 291 |
|
2022
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 276 |
|
2022
Q3 | $4K | Sell |
46
-15
| -25% | -$1.3K | ﹤0.01% | 271 |
|
2022
Q2 | $6K | Hold |
61
| – | – | ﹤0.01% | 268 |
|
2022
Q1 | $7K | Hold |
61
| – | – | ﹤0.01% | 274 |
|
2021
Q4 | $7K | Sell |
61
-1
| -2% | -$115 | ﹤0.01% | 286 |
|
2021
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 300 |
|
2021
Q2 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 313 |
|