Financial Services Advisory’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-31,755
| Closed | -$1.7M | – | 51 |
|
|
2025
Q1 | $1.7M | Sell |
31,755
-2,632
| -8% | -$141K | 0.64% | 21 |
|
|
2024
Q4 | $1.94M | Buy |
34,387
+1,114
| +3% | +$62.9K | 0.46% | 32 |
|
|
2024
Q3 | $1.86M | Sell |
33,273
-17,977
| -35% | -$1M | 0.45% | 31 |
|
|
2024
Q2 | $2.72M | Buy |
51,250
+328
| +0.6% | +$17.4K | 0.75% | 23 |
|
|
2024
Q1 | $2.58M | Buy |
50,922
+3
| +0% | +$152 | 0.64% | 28 |
|
|
2023
Q4 | $2.35M | Buy |
+50,919
| New | +$2.35M | 0.67% | 31 |
|