D.J. St. Germain’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 | $442K | Hold |
7,555
| – | – | 0.02% | 223 |
|
|
2025
Q1 | $404K | Hold |
7,555
| – | – | 0.02% | 208 |
|
|
2024
Q4 | $427K | Hold |
7,555
| – | – | 0.02% | 225 |
|
|
2024
Q3 | $421K | Hold |
7,555
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $401K | Hold |
7,555
| – | – | 0.02% | 216 |
|
|
2024
Q1 | $383K | Hold |
7,555
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $349K | Hold |
7,555
| – | – | 0.02% | 224 |
|
|
2023
Q3 | $313K | Hold |
7,555
| – | – | 0.02% | 219 |
|
|
2023
Q2 | $325K | Buy |
+7,555
| New | +$325K | 0.02% | 217 |
|
|
2022
Q4 | $119K | Buy |
+14,041
| New | +$119K | 0.04% | 114 |
|