Colton Groome Financial Advisors’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $245K | Buy |
5,165
+450
| +10% | +$21.3K | 0.08% | 116 |
|
2025
Q1 | $212K | Buy |
+4,715
| New | +$212K | 0.08% | 116 |
|
2024
Q4 | – | Sell |
-4,984
| Closed | -$218K | – | 126 |
|
2024
Q3 | $218K | Sell |
4,984
-20
| -0.4% | -$875 | 0.08% | 124 |
|
2024
Q2 | $204K | Hold |
5,004
| – | – | 0.08% | 121 |
|
2024
Q1 | $208K | Buy |
+5,004
| New | +$208K | 0.08% | 114 |
|