Bingham Osborn & Scarborough’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-66,954
| Closed | -$2.37M | – | 120 |
|
2021
Q3 | $2.37M | Sell |
66,954
-5,955
| -8% | -$211K | 0.17% | 35 |
|
2021
Q2 | $2.58M | Buy |
72,909
+9,789
| +16% | +$346K | 0.18% | 31 |
|
2021
Q1 | $2.07M | Sell |
63,120
-7,521
| -11% | -$246K | 0.16% | 31 |
|
2020
Q4 | $2.19M | Buy |
70,641
+903
| +1% | +$28K | 0.17% | 29 |
|
2020
Q3 | $1.94M | Buy |
69,738
+387
| +0.6% | +$10.8K | 0.15% | 42 |
|
2020
Q2 | $1.76M | Buy |
69,351
+75
| +0.1% | +$1.91K | 0.14% | 42 |
|
2020
Q1 | $1.48M | Buy |
69,276
+23,178
| +50% | +$493K | 0.15% | 42 |
|
2019
Q4 | $1.21M | Buy |
46,098
+20,145
| +78% | +$530K | 0.1% | 56 |
|
2019
Q3 | $629K | Buy |
25,953
+45
| +0.2% | +$1.09K | 0.06% | 81 |
|
2019
Q2 | $618K | Sell |
25,908
-822
| -3% | -$19.6K | 0.06% | 79 |
|
2019
Q1 | $608K | Buy |
26,730
+63
| +0.2% | +$1.43K | 0.06% | 79 |
|
2018
Q4 | $542K | Buy |
26,667
+1,809
| +7% | +$36.8K | 0.06% | 80 |
|
2018
Q3 | $585K | Buy |
24,858
+2,208
| +10% | +$52K | 0.05% | 79 |
|
2018
Q2 | $497K | Buy |
22,650
+4,695
| +26% | +$103K | 0.05% | 79 |
|
2018
Q1 | $385K | Buy |
17,955
+2,409
| +15% | +$51.7K | 0.04% | 92 |
|
2017
Q4 | $336K | Buy |
15,546
+69
| +0.4% | +$1.49K | 0.03% | 98 |
|
2017
Q3 | $314K | Buy |
15,477
+63
| +0.4% | +$1.28K | 0.03% | 99 |
|
2017
Q2 | $302K | Buy |
+15,414
| New | +$302K | 0.03% | 98 |
|