CT
Coastline Trust’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 | $986K | Sell |
16,836
-769
| -4% | -$45K | 0.11% | 124 |
|
|
2025
Q1 | $942K | Buy |
17,605
+2,145
| +14% | +$115K | 0.12% | 130 |
|
|
2024
Q4 | $873K | Buy |
15,460
+3,423
| +28% | +$193K | 0.1% | 133 |
|
|
2024
Q3 | $671K | Buy |
+12,037
| New | +$671K | 0.08% | 148 |
|