Capital Analysts LLC’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 | $1.14M | Buy |
19,445
+1,216
| +7% | +$71.2K | 0.04% | 267 |
|
|
2025
Q1 | $975K | Sell |
18,229
-1,733
| -9% | -$92.7K | 0.04% | 266 |
|
|
2024
Q4 | $1.13M | Sell |
19,962
-180
| -0.9% | -$10.2K | 0.05% | 235 |
|
|
2024
Q3 | $1.12M | Sell |
20,142
-35
| -0.2% | -$1.95K | 0.05% | 230 |
|
|
2024
Q2 | $1.07M | Buy |
20,177
+1,769
| +10% | +$93.9K | 0.05% | 236 |
|
|
2024
Q1 | $932K | Buy |
+18,408
| New | +$932K | 0.04% | 252 |
|