Corient Private Wealth’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Hold |
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|
2025
Q1 | $747K | Hold |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $778K | Buy |
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|
2024
Q2 | $735K | Buy |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2.18M | Hold |
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|
2023
Q1 | $2M | Hold |
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|
2022
Q4 | $1.86M | Buy |
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