D.J. St. Germain’s State Street 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
Q3 | $480K | Hold |
|
|||||
|
2025
Q2 | $442K | Hold |
|
|||||
|
2025
Q1 | $404K | Hold |
|
|||||
|
2024
Q4 | $427K | Hold |
|
|||||
|
2024
Q3 | $421K | Hold |
|
|||||
|
2024
Q2 | $401K | Hold |
|
|||||
|
2024
Q1 | $383K | Hold |
|
|||||
|
2023
Q4 | $349K | Hold |
|
|||||
|
2023
Q3 | $313K | Hold |
|
|||||
|
2023
Q2 | $325K | Buy |
|
|||||
|
2022
Q4 | $119K | Buy |
|