BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.43M | Buy |
33,174
+13,572
| +69% | +$584K | 0.14% | 113 |
|
|
2023
Q1 | $773K | Buy |
19,602
+31
| +0.2% | +$1.22K | 0.08% | 144 |
|
|
2022
Q4 | $717K | Buy |
19,571
+1,584
| +9% | +$58.1K | 0.08% | 145 |
|
|
2022
Q3 | $612K | Buy |
17,987
+29
| +0.2% | +$987 | 0.07% | 151 |
|
|
2022
Q2 | $651K | Buy |
17,958
+51
| +0.3% | +$1.85K | 0.07% | 153 |
|
|
2022
Q1 | $778K | Buy |
17,907
+583
| +3% | +$25.3K | 0.08% | 141 |
|
|
2021
Q4 | $785K | Buy |
17,324
+3,335
| +24% | +$151K | 0.08% | 148 |
|
|
2021
Q3 | $564K | Buy |
13,989
+6,237
| +80% | +$251K | 0.06% | 168 |
|
|
2021
Q2 | $311K | Buy |
7,752
+930
| +14% | +$37.3K | 0.04% | 215 |
|
|
2021
Q1 | $252K | Buy |
6,822
+6,075
| +813% | +$224K | 0.03% | 218 |
|
|
2020
Q4 | $26K | Hold |
747
| – | – | ﹤0.01% | 430 |
|
|
2020
Q3 | $24K | Buy |
+747
| New | +$24K | ﹤0.01% | 403 |
|