BerganKDV Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.06M | Buy |
29,383
+12,242
| +71% | +$443K | 0.11% | 130 |
|
|
2023
Q1 | $570K | Buy |
17,141
+50
| +0.3% | +$1.66K | 0.06% | 163 |
|
|
2022
Q4 | $532K | Buy |
17,091
+1,416
| +9% | +$44.1K | 0.06% | 162 |
|
|
2022
Q3 | $455K | Buy |
15,675
+36
| +0.2% | +$1.05K | 0.05% | 169 |
|
|
2022
Q2 | $481K | Buy |
15,639
+168
| +1% | +$5.17K | 0.06% | 177 |
|
|
2022
Q1 | $573K | Buy |
15,471
+471
| +3% | +$17.4K | 0.06% | 175 |
|
|
2021
Q4 | $589K | Buy |
15,000
+3,039
| +25% | +$119K | 0.06% | 179 |
|
|
2021
Q3 | $424K | Buy |
11,961
+5,379
| +82% | +$191K | 0.05% | 194 |
|
|
2021
Q2 | $233K | Buy |
6,582
+801
| +14% | +$28.4K | 0.03% | 232 |
|
|
2021
Q1 | $189K | Buy |
5,781
+5,148
| +813% | +$168K | 0.02% | 244 |
|
|
2020
Q4 | $20K | Hold |
633
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $18K | Buy |
+633
| New | +$18K | ﹤0.01% | 441 |
|