BerganKDV Wealth Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $773K | Buy |
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|
2022
Q4 | $717K | Buy |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $785K | Buy |
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|
2021
Q3 | $564K | Buy |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $252K | Buy |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $24K | Buy |
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