BWM
Boyd Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
37,365
+6,141
| +20% | +$313K | 0.82% | 19 |
|
|
2025
Q1 | $1.43M | Sell |
31,224
-7,080
| -18% | -$324K | 0.71% | 21 |
|
|
2024
Q4 | $1.84M | Sell |
38,304
-4,056
| -10% | -$195K | 0.91% | 17 |
|
|
2024
Q3 | $2M | Buy |
42,360
+164
| +0.4% | +$7.75K | 1.01% | 18 |
|
|
2024
Q2 | $1.88M | Buy |
42,196
+475
| +1% | +$21.2K | 1.04% | 18 |
|
|
2024
Q1 | $1.79M | Buy |
41,721
+6,739
| +19% | +$288K | 1.02% | 18 |
|
|
2023
Q4 | $1.36M | Buy |
34,982
+5,858
| +20% | +$227K | 0.84% | 20 |
|
|
2023
Q3 | $1.01M | Buy |
29,124
+3,457
| +13% | +$120K | 0.68% | 23 |
|
|
2023
Q2 | $928K | Buy |
25,667
+1,062
| +4% | +$38.4K | 0.56% | 25 |
|
|
2023
Q1 | $818K | Buy |
24,605
+18,089
| +278% | +$168K | 0.57% | 23 |
|
|
2022
Q4 | $608K | Buy |
6,516
+495
| +8% | +$46.2K | 0.45% | 28 |
|
|
2022
Q3 | $525K | Buy |
6,021
+1,016
| +20% | +$88.6K | 0.42% | 30 |
|
|
2022
Q2 | $462K | Buy |
5,005
+1,839
| +58% | +$170K | 0.38% | 31 |
|
|
2022
Q1 | $351K | Sell |
3,166
-889
| -22% | -$98.6K | 0.26% | 33 |
|
|
2021
Q4 | $477K | Buy |
+4,055
| New | +$477K | 0.35% | 31 |
|