Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 7273 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 7728 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 7722 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 7728 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 7726 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 7662 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 7471 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 7290 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 7036 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 7048 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 6867 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 6794 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 6667 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 6583 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 6378 |
|
2021
Q2 | – | Sell |
-654
| Closed | -$21K | – | 6157 |
|
2021
Q1 | $21K | Hold |
654
| – | – | ﹤0.01% | 1547 |
|
2020
Q4 | $20K | Hold |
654
| – | – | ﹤0.01% | 1461 |
|
2020
Q3 | $18K | Hold |
654
| – | – | ﹤0.01% | 1400 |
|
2020
Q2 | $17K | Sell |
654
-801
| -55% | -$20.8K | ﹤0.01% | 1353 |
|
2020
Q1 | $31K | Hold |
1,455
| – | – | ﹤0.01% | 1079 |
|
2019
Q4 | $38K | Hold |
1,455
| – | – | ﹤0.01% | 1043 |
|
2019
Q3 | $35K | Hold |
1,455
| – | – | 0.01% | 750 |
|
2019
Q2 | $35K | Hold |
1,455
| – | – | ﹤0.01% | 1011 |
|
2019
Q1 | $33K | Buy |
+1,455
| New | +$33K | ﹤0.01% | 1042 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 5002 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 4816 |
|