Elmwood Wealth Management’s SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-450
| Closed | -$19K | – | 168 |
|
|
2021
Q4 | $19K | Buy |
+450
| New | +$19K | 0.01% | 250 |
|
|
2021
Q2 | $19K | Hold |
450
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $18K | Buy |
+450
| New | +$18K | 0.01% | 221 |
|
|
2020
Q3 | $15K | Hold |
450
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $15K | Buy |
+450
| New | +$15K | 0.01% | 172 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$17K | – | 134 |
|
|
2019
Q3 | $17K | Hold |
500
| – | – | 0.02% | 152 |
|
|
2019
Q2 | $17K | Hold |
500
| – | – | 0.02% | 168 |
|
|
2019
Q1 | $17K | Hold |
500
| – | – | 0.02% | 164 |
|
|
2018
Q4 | $15K | Hold |
500
| – | – | 0.01% | 172 |
|
|
2018
Q3 | $17.6K | Hold |
500
| – | – | 0.01% | 176 |
|
|
2018
Q2 | $17.3K | Buy |
+500
| New | +$17.3K | 0.02% | 175 |
|