BerganKDV Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $455K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $589K | Buy |
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|
2021
Q3 | $424K | Buy |
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|
2021
Q2 | $233K | Buy |
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|
2021
Q1 | $189K | Buy |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $18K | Buy |
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