FP
Fiduciary Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,047
| Closed | -$217K | – | 61 |
|
|
2021
Q3 | $217K | Buy |
2,047
+5
| +0.2% | +$530 | 0.12% | 64 |
|
|
2021
Q2 | $217K | Sell |
2,042
-762
| -27% | -$81K | 0.19% | 59 |
|
|
2021
Q1 | $275K | Buy |
2,804
+48
| +2% | +$4.71K | 0.42% | 38 |
|
|
2020
Q4 | $256K | Buy |
2,756
+10
| +0.4% | +$929 | 0.36% | 48 |
|
|
2020
Q3 | $229K | Buy |
+2,746
| New | +$229K | 0.38% | 46 |
|