Colton Groome Financial Advisors’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,150
| Closed | -$248K | – | 133 |
|
|
2024
Q4 | $248K | Hold |
5,150
| – | – | 0.09% | 113 |
|
|
2024
Q3 | $243K | Sell |
5,150
-240
| -4% | -$11.3K | 0.09% | 117 |
|
|
2024
Q2 | $240K | Sell |
5,390
-50
| -0.9% | -$2.23K | 0.09% | 109 |
|
|
2024
Q1 | $233K | Sell |
5,440
-67
| -1% | -$2.87K | 0.09% | 107 |
|
|
2023
Q4 | $214K | Buy |
+5,507
| New | +$214K | 0.09% | 116 |
|
|
2023
Q3 | – | Sell |
-5,647
| Closed | -$204K | – | 125 |
|
|
2023
Q2 | $204K | Sell |
5,647
-14,969
| -73% | -$541K | 0.1% | 115 |
|
|
2023
Q1 | $685K | Hold |
20,616
| – | – | 0.33% | 62 |
|
|
2022
Q4 | $642K | Buy |
20,616
+69
| +0.3% | +$2.15K | 0.31% | 58 |
|
|
2022
Q3 | $597K | Hold |
20,547
| – | – | 0.3% | 55 |
|
|
2022
Q2 | $632K | Hold |
20,547
| – | – | 0.32% | 46 |
|
|
2022
Q1 | $760K | Buy |
+20,547
| New | +$760K | 0.35% | 47 |
|