Blue Edge Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.68M | Sell |
97,004
-2,209
| -2% | -$129K | 0.84% | 32 |
|
|
2025
Q1 | $5.31M | Sell |
99,213
-1,327
| -1% | -$71K | 0.85% | 33 |
|
|
2024
Q4 | $5.68M | Buy |
100,540
+5,063
| +5% | +$286K | 0.89% | 35 |
|
|
2024
Q3 | $5.32M | Sell |
95,477
-1,084
| -1% | -$60.4K | 0.83% | 34 |
|
|
2024
Q2 | $5.13M | Buy |
96,561
+5,218
| +6% | +$277K | 0.85% | 33 |
|
|
2024
Q1 | $4.63M | Buy |
91,343
+14,291
| +19% | +$724K | 0.77% | 39 |
|
|
2023
Q4 | $3.56M | Buy |
77,052
+15,896
| +26% | +$734K | 0.67% | 48 |
|
|
2023
Q3 | $2.54M | Buy |
61,156
+725
| +1% | +$30.1K | 0.53% | 51 |
|
|
2023
Q2 | $2.6M | Sell |
60,431
-1,719
| -3% | -$74K | 0.52% | 50 |
|
|
2023
Q1 | $2.45M | Sell |
62,150
-6,012
| -9% | -$237K | 0.53% | 53 |
|
|
2022
Q4 | $2.5M | Buy |
68,162
+1,347
| +2% | +$49.4K | 0.57% | 50 |
|
|
2022
Q3 | $2.27M | Sell |
66,815
-2,785
| -4% | -$94.8K | 0.56% | 49 |
|
|
2022
Q2 | $2.52M | Buy |
69,600
+753
| +1% | +$27.3K | 0.59% | 49 |
|
|
2022
Q1 | $2.99M | Buy |
68,847
+1,696
| +3% | +$73.6K | 0.6% | 51 |
|
|
2021
Q4 | $3.04M | Buy |
+67,151
| New | +$3.04M | 0.59% | 46 |
|