BAM
Brave Asset Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
5,418
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $290K | Buy |
5,418
+119
| +2% | +$6.37K | 0.09% | 106 |
|
|
2024
Q4 | $299K | Hold |
5,299
| – | – | 0.1% | 98 |
|
|
2024
Q3 | $295K | Hold |
5,299
| – | – | 0.07% | 102 |
|
|
2024
Q2 | $281K | Buy |
5,299
+434
| +9% | +$23K | 0.07% | 101 |
|
|
2024
Q1 | $246K | Hold |
4,865
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $225K | Hold |
4,865
| – | – | 0.06% | 118 |
|
|
2023
Q3 | $202K | Sell |
4,865
-248
| -5% | -$10.3K | 0.06% | 120 |
|
|
2023
Q2 | $220K | Hold |
5,113
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $202K | Buy |
+5,113
| New | +$202K | 0.06% | 123 |
|
|
2022
Q1 | – | Sell |
-6,449
| Closed | -$292K | – | 160 |
|
|
2021
Q4 | $292K | Buy |
6,449
+734
| +13% | +$33.2K | 0.08% | 111 |
|
|
2021
Q3 | $231K | Buy |
5,715
+358
| +7% | +$14.5K | 0.07% | 121 |
|
|
2021
Q2 | $215K | Buy |
+5,357
| New | +$215K | 0.06% | 131 |
|