Denver Wealth Management’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 | $389K | Sell |
6,646
-3,076
| -32% | -$180K | 0.16% | 62 |
|
|
2025
Q1 | $520K | Sell |
9,722
-1,669
| -15% | -$89.3K | 0.24% | 51 |
|
|
2024
Q4 | $643K | Buy |
11,391
+1,265
| +12% | +$71.4K | 0.29% | 39 |
|
|
2024
Q3 | $565K | Buy |
10,126
+100
| +1% | +$5.58K | 0.26% | 46 |
|
|
2024
Q2 | $532K | Buy |
10,026
+1,777
| +22% | +$94.4K | 0.27% | 47 |
|
|
2024
Q1 | $418K | Buy |
8,249
+2,181
| +36% | +$110K | 0.21% | 52 |
|
|
2023
Q4 | $280K | Buy |
6,068
+40
| +0.7% | +$1.85K | 0.16% | 60 |
|
|
2023
Q3 | $250K | Buy |
6,028
+76
| +1% | +$3.15K | 0.16% | 62 |
|
|
2023
Q2 | $256K | Buy |
5,952
+61
| +1% | +$2.63K | 0.18% | 59 |
|
|
2023
Q1 | $232K | Buy |
5,891
+322
| +6% | +$12.7K | 0.16% | 69 |
|
|
2022
Q4 | $204K | Buy |
+5,569
| New | +$204K | 0.15% | 64 |
|