Denver Wealth Management’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 | $424K | Buy |
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|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $643K | Buy |
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|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $532K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $250K | Buy |
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|
2023
Q2 | $256K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $204K | Buy |
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