Denver Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Denver Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Sell
2025 Q1	$520K	Sell
2024 Q4	$643K	Buy
2024 Q3	$565K	Buy
2024 Q2	$532K	Buy
2024 Q1	$418K	Buy
2023 Q4	$280K	Buy
2023 Q3	$250K	Buy
2023 Q2	$256K	Buy
2023 Q1	$232K	Buy
2022 Q4	$204K	Buy