Evermay Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $98.9K | Hold |
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|
2023
Q4 | $89.7K | Buy |
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|
2023
Q3 | $47.2K | Hold |
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|
2023
Q2 | $49.2K | Buy |
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|
2023
Q1 | $42.4K | Hold |
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|
2022
Q4 | $39.7K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $47K | Hold |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Buy |
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