Commonwealth Equity Services’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 | $572K | Buy |
9,764
+1,914
| +24% | +$112K | ﹤0.01% | 3040 |
|
|
2025
Q1 | $420K | Sell |
7,850
-80
| -1% | -$4.28K | ﹤0.01% | 3185 |
|
|
2024
Q4 | $448K | Buy |
7,930
+122
| +2% | +$6.89K | ﹤0.01% | 3043 |
|
|
2024
Q3 | $435K | Buy |
7,808
+596
| +8% | +$33.2K | ﹤0.01% | 3006 |
|
|
2024
Q2 | $383K | Sell |
7,212
-595
| -8% | -$31.6K | ﹤0.01% | 3073 |
|
|
2024
Q1 | $395K | Buy |
7,807
+2,045
| +35% | +$103K | ﹤0.01% | 3027 |
|
|
2023
Q4 | $266K | Buy |
5,762
+861
| +18% | +$39.7K | ﹤0.01% | 3272 |
|
|
2023
Q3 | $203K | Buy |
4,901
+112
| +2% | +$4.64K | ﹤0.01% | 3367 |
|
|
2023
Q2 | $206K | Buy |
+4,789
| New | +$206K | ﹤0.01% | 3381 |
|