Baltimore-Washington Financial Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Buy |
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|
2025
Q1 | $20.3M | Sell |
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|
2024
Q4 | $21.5M | Buy |
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|
2024
Q3 | $21.2M | Sell |
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|
2024
Q2 | $20.2M | Buy |
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|
2024
Q1 | $18.9M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $14.6M | Buy |
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|
2023
Q1 | $7.06M | Buy |
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|
2022
Q4 | $5.85M | Buy |
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|
2022
Q3 | $4.95M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $788K | Buy |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | $233K | Buy |
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