EWM
Evermay Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
2,310
| – | – | 0.01% | 245 |
|
|
2025
Q1 | $106K | Hold |
2,310
| – | – | 0.01% | 255 |
|
|
2024
Q4 | $111K | Hold |
2,310
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $109K | Hold |
2,310
| – | – | 0.02% | 260 |
|
|
2024
Q2 | $103K | Hold |
2,310
| – | – | 0.02% | 266 |
|
|
2024
Q1 | $98.9K | Hold |
2,310
| – | – | 0.01% | 278 |
|
|
2023
Q4 | $89.7K | Buy |
2,310
+950
| +70% | +$36.9K | 0.02% | 268 |
|
|
2023
Q3 | $47.2K | Hold |
1,360
| – | – | 0.01% | 313 |
|
|
2023
Q2 | $49.2K | Buy |
1,360
+85
| +7% | +$3.07K | 0.01% | 312 |
|
|
2023
Q1 | $42.4K | Buy |
1,275
+850
| +200% | +$28.3K | 0.01% | 312 |
|
|
2022
Q4 | $39.7K | Hold |
425
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $37K | Hold |
425
| – | – | 0.01% | 298 |
|
|
2022
Q2 | $39K | Hold |
425
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $47K | Hold |
425
| – | – | 0.01% | 304 |
|
|
2021
Q4 | $50K | Hold |
425
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $45K | Hold |
425
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $45K | Buy |
+425
| New | +$45K | 0.01% | 300 |
|