Corient Private Wealth’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 | $1.63M | Buy |
27,922
+13,961
| +100% | +$817K | ﹤0.01% | 1189 |
|
|
2025
Q1 | $747K | Hold |
13,961
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q4 | $789K | Buy |
13,961
+5
| +0% | +$282 | ﹤0.01% | 1419 |
|
|
2024
Q3 | $778K | Buy |
13,956
+109
| +0.8% | +$6.08K | ﹤0.01% | 1498 |
|
|
2024
Q2 | $735K | Buy |
13,847
+60
| +0.4% | +$3.19K | ﹤0.01% | 1452 |
|
|
2024
Q1 | $698K | Sell |
13,787
-36,991
| -73% | -$1.87M | ﹤0.01% | 1462 |
|
|
2023
Q4 | $2.35M | Buy |
50,778
+32
| +0.1% | +$1.48K | ﹤0.01% | 931 |
|
|
2023
Q3 | $2.11M | Buy |
50,746
+15
| +0% | +$622 | ﹤0.01% | 887 |
|
|
2023
Q2 | $2.18M | Hold |
50,731
| – | – | 0.01% | 866 |
|
|
2023
Q1 | $2M | Hold |
50,731
| – | – | 0.01% | 838 |
|
|
2022
Q4 | $1.86M | Buy |
+50,731
| New | +$1.86M | 0.01% | 723 |
|