Fingerlakes Wealth Management’s SPDR MSCI ACWI Climate Paris Aligned ETF NZAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
12,345
-269
| -2% | -$10.6K | 0.36% | 57 |
|
|
2025
Q1 | $446K | Sell |
12,614
-112
| -0.9% | -$3.96K | 0.38% | 55 |
|
|
2024
Q4 | $462K | Sell |
12,726
-1,339
| -10% | -$48.6K | 0.37% | 58 |
|
|
2024
Q3 | $524K | Sell |
14,065
-490
| -3% | -$18.3K | 0.44% | 54 |
|
|
2024
Q2 | $502K | Sell |
14,555
-293
| -2% | -$10.1K | 0.45% | 51 |
|
|
2024
Q1 | $502K | Sell |
14,848
-2
| -0% | -$68 | 0.48% | 54 |
|
|
2023
Q4 | $471K | Buy |
14,850
+17
| +0.1% | +$539 | 0.51% | 52 |
|
|
2023
Q3 | $421K | Hold |
14,833
| – | – | 0.51% | 52 |
|
|
2023
Q2 | $442K | Buy |
14,833
+267
| +2% | +$7.96K | 0.51% | 54 |
|
|
2023
Q1 | $412K | Hold |
14,566
| – | – | 0.51% | 56 |
|
|
2022
Q4 | $381K | Sell |
14,566
-393
| -3% | -$10.3K | 0.52% | 59 |
|
|
2022
Q3 | $361K | Sell |
14,959
-4
| -0% | -$97 | 0.53% | 58 |
|
|
2022
Q2 | $391K | Buy |
14,963
+143
| +1% | +$3.74K | 0.53% | 61 |
|
|
2022
Q1 | $463K | Buy |
14,820
+704
| +5% | +$22K | 0.54% | 54 |
|
|
2021
Q4 | $465K | Buy |
+14,116
| New | +$465K | 0.52% | 54 |
|