Focused Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-78
| Closed | -$3.6K | – | 378 |
|
|
2023
Q4 | $3.6K | Sell |
78
-90
| -54% | -$4.16K | ﹤0.01% | 686 |
|
|
2023
Q3 | $6.97K | Hold |
168
| – | – | ﹤0.01% | 574 |
|
|
2023
Q2 | $7.23K | Hold |
168
| – | – | ﹤0.01% | 579 |
|
|
2023
Q1 | $6.62K | Hold |
168
| – | – | ﹤0.01% | 597 |
|
|
2022
Q4 | $6.16K | Buy |
168
+126
| +300% | +$4.62K | ﹤0.01% | 583 |
|
|
2022
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 796 |
|