Bank of America’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 | $2.56M | Sell |
43,650
-84,724
| -66% | -$4.96M | ﹤0.01% | 3824 |
|
|
2025
Q1 | $6.87M | Buy |
128,374
+70,034
| +120% | +$3.75M | ﹤0.01% | 2968 |
|
|
2024
Q4 | $3.3M | Buy |
58,340
+23,114
| +66% | +$1.31M | ﹤0.01% | 3380 |
|
|
2024
Q3 | $1.96M | Sell |
35,226
-31
| -0.1% | -$1.73K | ﹤0.01% | 3865 |
|
|
2024
Q2 | $1.87M | Buy |
35,257
+3,970
| +13% | +$211K | ﹤0.01% | 3816 |
|
|
2024
Q1 | $1.58M | Buy |
31,287
+2,426
| +8% | +$123K | ﹤0.01% | 3873 |
|
|
2023
Q4 | $1.33M | Buy |
28,861
+14,130
| +96% | +$653K | ﹤0.01% | 3939 |
|
|
2023
Q3 | $611K | Buy |
14,731
+731
| +5% | +$30.3K | ﹤0.01% | 4362 |
|
|
2023
Q2 | $603K | Sell |
14,000
-1,579
| -10% | -$68K | ﹤0.01% | 4360 |
|
|
2023
Q1 | $614K | Sell |
15,579
-46
| -0.3% | -$1.81K | ﹤0.01% | 4490 |
|
|
2022
Q4 | $573K | Buy |
15,625
+10,173
| +187% | +$373K | ﹤0.01% | 4610 |
|
|
2022
Q3 | $186K | Buy |
5,452
+818
| +18% | +$27.9K | ﹤0.01% | 5224 |
|
|
2022
Q2 | $168K | Buy |
4,634
+2,042
| +79% | +$74K | ﹤0.01% | 5446 |
|
|
2022
Q1 | $113K | Buy |
2,592
+544
| +27% | +$23.7K | ﹤0.01% | 6012 |
|
|
2021
Q4 | $93K | Buy |
2,048
+521
| +34% | +$23.7K | ﹤0.01% | 6082 |
|
|
2021
Q3 | $62K | Buy |
1,527
+770
| +102% | +$31.3K | ﹤0.01% | 6063 |
|
|
2021
Q2 | $30K | Buy |
+757
| New | +$30K | ﹤0.01% | 6198 |
|